Adaptation Financial

Adaptation Financial At Adaptation Financial, we believe financial planning should evolve with your life. Offices in Oklahoma City, OK, Houston, TX, and Westerville, OH.

We work closely with individuals and families to develop strategies that provide clarity and confidence. Our Vision: Adaptation exists to advise generations of families and business owners towards designing and protecting their legacy. Our Mission: Is to build relationships of understanding with our clients, so we may help them adapt to the challenges they will face while guiding them towards thei

r life goals. Our representatives take time to understand your unique needs situation and develop a customized plan with strategies designed to lead towards your specific goals and objectives. As your goals change, so do our recommendations. Some call it a “client-focused approach.” We call it our philosophy. We pride ourselves on our enduring relationships, our high code of ethics and our commitment to excellence in all that we do. At Adaptation Financial our values are important:

Human First, Integrity, Advocacy, Adaptable and Grit

At Adaptation, Advisors receive personalized coaching based on your industry needs. We help businesses, entrepreneurs, individuals and their families, charities with subject matter experts to support both clients and advisors. At Adaptation Financial your practice is built by you, but backed by local and national resources to help move your practice forward. This unique combination of independence and support allows you to stay focused on meeting the needs of your clients, while providing help when you need it. Content provided via links to third party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided at these websites. Securities offered through Registered Representatives of Cambridge Investment Research Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial planning services through Adaptation Financial Advisors, Inc., a Registered Investment Advisor. Cambridge and Adaptation Financial Advisors are not affiliated.

09/03/2026
Stocks rebounded last week as falling bond yields and upbeat AI-related corporate reports rekindled positive market sent...
09/02/2026

Stocks rebounded last week as falling bond yields and upbeat AI-related corporate reports rekindled positive market sentiment despite the Fed Chair’s slightly hawkish speech. The Standard & Poor’s 500 Index gained 0.49 percent, while...

Stocks gained as falling bond yields and upbeat AI-related earnings boosted sentiment, while Fed officials signaled continued inflation concerns.

For many Gen Xers, retirement is starting to feel less like a distant milestone and more like a looming financial realit...
09/02/2026

For many Gen Xers, retirement is starting to feel less like a distant milestone and more like a looming financial reality.

The oldest members of the generation will turn 62 next year, the earliest age to claim Social Security. At the same time, many are approaching retirement with limited savings and fewer pensions than previous generations had.

The median Gen X retirement savings balance is about $107,000, while members of the generation estimate they’ll need roughly $700,000 for retirement. Social Security may also become an increasingly important source of income, with 41% of workers over 55 saying they expect it to be their primary source in retirement.

That gap is prompting some Gen Xers to rethink when they’ll stop working, how much they may need to save, and what retirement could realistically look like.

If retirement is getting closer, this may be a good time to review your savings, expected Social Security benefits, and other sources of retirement income.

Millions of Generation X Americans expect to depend on Social Security as their main — or only — source of retirement income.

This video asks the right questions about how you can save money for retirement without sacrificing your quality of life...
09/02/2026

This video asks the right questions about how you can save money for retirement without sacrificing your quality of life.

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?
09/01/2026

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

08/31/2026

Explore how inflation has affected purchasing power over the decades with this historical tool.

Dolly Parton’s legacy reaches far beyond music.Over the years, she gave millions to causes ranging from disaster relief ...
08/31/2026

Dolly Parton’s legacy reaches far beyond music.

Over the years, she gave millions to causes ranging from disaster relief and medical research to education and children’s literacy. Her Imagination Library alone has distributed more than 330 million books to children across five countries.

After devastating Tennessee wildfires in 2016, her My People Fund provided displaced families with $1,000 a month for six months, no strings attached. She also donated $1 million toward COVID-19 vaccine research and supported schools, scholarships, pediatric care, and communities close to home.

What tied so much of that work together was remarkably simple: trust people, see a need, and respond.

Her example is a meaningful reminder that generosity doesn’t have to follow one formula. It starts with deciding what matters to you and finding a way to make an impact.

Dolly Parton's death is shining a new light on the country music icon's philanthropy. The Library of Congress has called Parton a “titan of children’s literacy” for the millions of free books provided monthly through her Imagination Library.

The financial risks to consider when evaluating self insurance?
08/28/2026

The financial risks to consider when evaluating self insurance?

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Stocks declined last week as global investors fretted about oil-supply-induced inflation. The Standard & Poor’s 500 Inde...
08/27/2026

Stocks declined last week as global investors fretted about oil-supply-induced inflation. The Standard & Poor’s 500 Index declined 1.43 percent, while the Nasdaq Composite Index slid 2.05 percent. The Dow Jones Industrial Average...

Stocks declined as rising bond yields and oil prices fueled inflation concerns, while investors looked ahead to key economic data and Nvidia earnings.

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing yo...
08/26/2026

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Address

700 Cedar Lake Boulevard
Oklahoma City, OK
73114

Opening Hours

Monday 8:30am - 5am
Tuesday 8:30am - 5am
Wednesday 8:30am - 5am
Thursday 8:30am - 5am
Friday 8:30am - 3:30am

Telephone

+18005228727

Website

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