About Us
Our Firm
Professionals in Wealth Building and Preservation
Highpoint Financial is an independent, financial services firm that helps you develop and coordinate your financial goals. Backed by experience, education, and certification, our team takes the complexities and guesswork out of laying, planning, and building your financial foundation for the future. Backed by our core values of pursuing knowledge, focusing on capital preservation, effective solutions, and prioritizing client relations, we are truly committed to caring for the clients we serve and creating simplified, clear plans so they can enjoy the life they deserve.

Resources for Each Stage of Life
Different life stages require different financial approaches. We're here to offer a hand, whether you need investment advice, want help with estate planning, or require insight into retirement preparation. We'll work with you to build strategies to support your needs, and provide security for whatever life phase you may be in.

Simplicity and Clarity
Our philosophy is that investing shouldn't be complicated. So, we not only recommend solutions to our clients, but we also prioritize their financial education in order to reduce complexities throughout the process. By providing openness and transparency concerning suggested strategies and services, our clients can gain information to make investments that are suited to your specific investment goals.
Our Core Values
Pursuing Knowledge
We apply our pursuit of knowledge and accreditation to help the clients we serve have the ability to achieve their goals. Through listening avidly and understanding our client's needs, we can develop a clear financial plan and regularly monitor financial progress throughout the client's entire journey.
Capital Preservation
Our ultimate goal is to help our clients keep more of their money. To that end, we combine know-how with outstanding products and services to create personal, flexible plans. These plans consist of sound tax saving and investment approaches, which help you build wealth and prevent its erosion through capital preservation.
Effective Solutions
Life is made up of a plethora of important decisions and we make it our priority to guide our clients through it with simplified, and clear solutions. We owe the individuals we serve the best advice in whatever possible stage of life they're in so their plan can be effective and lead them towards reaching their goals.
Relationship Prioritization
At Highpoint, we've been in business for more than 25 years and during those years, we've always emphasized relationship-building. This relationship foundation allows us to fully focus on our clients' goals and financial success. Your goals are ours, and your success is what we strive to achieve.
Meet Our Team
What You Can Expect
Want to Know Your Risk Number?
A 5-minute questionnaire covers topics such as portfolio size and top financial goals, while showing real dollar amounts of how much you are willing to risk for potential gains. Once complete, you will have a personalized Risk Number®. It's fast, free and displays your number instantly.
Our Financial Partners
Parent Company: Cetera Financial Specialists
Cetera Advisors is part of the family of independently managed firms of Cetera Financial Group (Cetera). For the past 30 years. Cetera's family of companies has grown to manage over $110 billion in client assets, delivering advisory products and solutions and sophisticated trading and technology platforms to us and other advisors across all 50 states. You can be confident that their tools, technology, and support help make us more effective in our relationship with you.
Our Custodian: Pershing
While a broker-dealer helps supervise and facilitate the trading that converts your cash into invested assets, those assets are actually held by a custodian. Cetera Advisors works with two custodians. Pershing LLC custodies brokerage accounts, including the brokerage accounts within IRAs.
Pershing is a subsidiary of the Bank of New York Mellon Corporation, which is the nation's oldest continuously operating bank and one of the world's leading providers of securities services. Both Pershing and Cetera Investment Services have to meet certain net capital requirements and are subject to regular audits, both internally and by independent firms, to ensure the appropriate handling, segregation, and protection of investors' assets.
Contact Us
Our offices are located in Tulsa, OK, and Muskogee. Interested to see how a comprehensive financial plan can give you financial confidence today and tomorrow? Reach out today.
Our Approach
Years of experience have prepared us to guide you through the multiple stages of life by developing a personalized strategy for your financial situation.
Services
No matter where you are in life's journey, our team is equipped to help you through it with our high-quality products and services, specifically designed for your needs.