Beginning today, all Wymer Brownlee offices will be open from Monday through Thursday by appointment only. Our lobbies will remain closed to the public until further notice. Stay safe, Oklahoma.

Watch as Martin Landry, Director of Portfolio Management at Avantax, provides an update and recounts the top events that have affected the market and economy in the last several weeks in the June Market & Economy Update. youtu.be/meZN75QEoHw

One of your greatest financial assets is your ability to earn. However, that asset is often accompanied by debt and stress. On the blog, Senior Wealth Advisor Stephen O'Neill covers provisions for those paying off student loans under the CARES act. wymerbrownlee.com/four-facts-you…

Applications open Monday, June 29 for the Oklahoma Department of Commerce’s new Oklahoma Business Relief Program. If your business has suffered a 25% loss in top-line gross revenue from March through May of 2020, you could qualify for a grant. wymerbrownlee.com/flexible-needs…

Attention peers: If you're a registered representative of Avantax and have considered adding financial planning to your practice, join us on Tuesday, July 7 at 1 p.m. central time. Two CPE credits available for CPAs and CFPs. Register on MyAvantax.com.

In his latest article for the Forbes Finance Council, Kyle Brownlee highlights how financial advisors can be an asset to entrepreneurs. Here are six areas to tap into their expertise. forbes.com/sites/forbesfi…

Funds from the first phase of OBRP grants were quickly depleted, causing the initial application period to close early. However, an additional $50 million is available in Phase 2, and applications open tomorrow (July 14) at 8 a.m.! okcommerce.gov/doing-business…

These are the faces behind SigniFI Advisor Group – a collaboration of experienced, knowledgeable and mission-driven financial advisors who've built and grown successful firms across the country. We exist to share what we've learned in 30+ years with our industry peers.

Working with SigniFI Advisor Group means you understand that the financial services world is about more than money. Our one and only goal is to equip advisors to give clients strategic, holistic advice so they can live more meaningful lives and achieve their goals.

We expect SigniFI members to be transparent – with their business operations, financial books, goals, progress, and shortcomings. We each bring important strengths to the table, but candor about our missteps or limitations is necessary for professional and personal improvement.

We're excited to announce that we're relocating our Tulsa office at the end of this month to the beautiful, convenient Utica Plaza! Move in date is scheduled for Oct. 26, and we look forward to seeing you safely and socially distanced in our new space soon.

Although the market’s reaction to health, economic, and political developments might be swift and significant, it will not last forever. Here are the factors at play in Q4 2020. wymerbrownlee.com/a-q3-market-re…

Congratulations, Mrs. Randolph!

Despite a very unusual year, we launched SigniFI Advisor Group, and it turned out to be a very good first year in business. Thanks to our awesome clients for trusting us with their marketing, and cheers to a 2021 full of growth. youtube.com/watch?v=ulEry9…

Should you handle marketing for your advisory firm yourself? Hire an in-house marketer? Outsource it? CMO Christine Golden and co-founder Davin Carey discuss your options on the latest episode of the eMoney Advisor podcast, That Makes Cents: tinyurl.com/marketcents

The SigniFI model is simple but significant. We're your marketing director and an extension of your in-house team. When you work with SigniFI, you get decades of marketing experience, industry expertise, and complete customization – without the director-level salary to match.

On March 11, 2021 President Joe Biden signed the American Rescue Plan into law. This $1.9 trillion economic relief package includes financial assistance for most Americans, but there are some important distinctions from the relief package of last March. wymerbrownlee.com/what-your-hous…

The American Rescue Plan provides financial relief for U.S. small businesses in two main categories: 1) It beefs up support for existing programs like PPP and EIDL, and 2) It adds new industry-specific grants to help the hardest hit businesses. wymerbrownlee.com/american-rescu…

This Friday kicks off the (virtual) annual meeting for the @OklaDentalAssoc, & we're proud to sponsor the opening keynote with Spencer Tillman! Tune in at 8 a.m. to hear Wealth Advisor Aaron Waters highlight 5 ways a financial advisor can assist professionals in the dental field.

Welcome to our new shareholders! Stephen O’Neill, Andrew Gaskill, Andrew Barnes and Aaron Waters have worked for our firm for a combined 40 years and now join CEO Kyle Brownlee as owners of our financial services firm. The future looks bright with these leaders at the helm. 🤩👏🏻