Arrow Investment Management
Find your path to financial freedom
Financial planning
Investment management
Custom plans for your family
Estate, tax & retirement planning
Find your path with Arrow
Arrow Investment Management is Oklahoma’s premiere financial planning firm. We help our clients find their path to financial freedom with custom investment, retirement, and goal-based plans. Our low-fee ETF portfolios are tailored to your goals and interests, and our lifelong financial planning services will help your family generate and preserve wealth. Our mission is to offer low-fee wealth management services to everyone, not just the ultra-wealthy. All Arrow advisors are fiduciaries that place the utmost importance on ethics and serving our clients with the respect and diligence they deserve.
Financial Planning: cashflow strategies, debt repayment, savings plans, refinancing, budgeting.
Investment Management: custom ETF portfolio, strategic allocation, rebalancing, tax-loss harvesting.
Estate, tax, and retirement planning: social security, Medicare, fixed income, trusts, wills, medical directives.
Small business plans: retirement plan fiduciary, 401k, Simple & SEP IRA, profit sharing, 403(b)/non-profit plans.
Why you should choose a CERTIFIED FINANCIAL PLANNERᵀᴹ as your financial partner
Learn more about Jesse Carlucci, Ph.D, CFP®, Arrow’s Chief Investment Officer.
Working with a CFP® professional is an important part of reaching your investment and financial planning goals. CFP® professionals undergo a best-in-industry certification process that includes testing, ethics, education, and experience requirements. They complete testing in seven principle knowledge areas including investment, tax, estate, insurance, financial, retirement, and education planning. They must also complete thousands of hours of direct experience as financial planners with real clients. Most importantly, CFP® professionals are held to strict ethical and professional development requirements, and are required to act as fiduciary to their clients.
Are you ready for retirement?
One of the most important decisions we make in our lives is how, when, and where to prepare for retirement. Small decisions and mistakes made along the way can add up to huge losses over decades, and really impact your ability to thrive in retirement. Arrow helps our clients develop and implement a customized goal-based plan before retirement, and then we help them implement and refine their plan during retirement.
We really get to know you
Client Experience
Everyone has unique lifestyle and investment goals, dreams, and interests. We have a dedicated team of experts to support your financial advisor and help your vision of the future become reality. At Arrow, we use high quality investments from across the globe, with a focus on low fees and exceptional performance.
Financial Advisor OKC
Your financial advisor will provide ongoing goal-based financial planning that tracks your progress and helps you implement investing, budgeting, saving, tax, estate, insurance, and retirement plans.
Low-cost ETF’s and indexes. Dependable and inexpensive baskets of equity for consistent growth in your portfolio.
Monthly fixed income investments like bonds, real estate, treasuries, preferred shares, and blue-chip stock.
Innovation and emerging technology like cloud computing, genomics, and artificial intelligence.
Domestic and foreign stock from across the globe, including emerging markets like India, and the best markets in the United States.