Our Financial & Insurance Professionals
Soard Financial Management, LLC is a State Registered Investment Advisor serving Oklahoma City, Oklahoma and surrounding communities, provides Financial Planning and Asset Management. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions, and planning that result in financial clarity, security, and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Soard Financial Management, LLC.
Soard Financial Management, LLC provides investors custom tailored investment strategies to meet short and long-term needs. We provide full transparency in the form of separately managed accounts. Our goal at Soard Financial Management, LLC is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance* solutions to achieve financial independence. As a fiduciary, we are legally obligated to put our client’s interests first.
We empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.
*Insurance offered through Soard Financial Concepts, LLC.
DON SOARD
Don spent his childhood in Central Oklahoma. His family is his first priority and consists of Shelley, his wife of 29 years; two daughters, one son, and a son-in-law. When it comes to hobbies, he enjoys scuba diving, traveling and an occasional game of golf.
Upon college graduation, Don began a 20-year career in local church ministry. While on church sabbatical he then accepted an opportunity to assist Veterans of War with the Aid & Attendance benefit. He quickly discovered the needs of our country’s Veterans and became committed to this ‘ministry’ of a different kind. Don was honored and recognized by the Veterans of Foreign Wars of the United States in August 2009 with the “Certificate of Appreciation for “Outstanding Service to the Veterans and their families in the Great State of Oklahoma.”
Soard Financial Management, LLC is an Independent Registered Investment Advisor serving Oklahoma City, Oklahoma and surrounding communities and provides Financial Planning and Third Party Asset Management. The firm’s mission is to provide the families and businesses they serve with innovative financial strategies, solutions, and planning that result in financial clarity, security, and overall financial health. Making strong commitments to their clients and building life-long relationships are tenets of success at Soard Financial Management, LLC.
As a fiduciary, Soard Financial Management, LLC is legally obligated to put their client’s interests first.
Strategic Alliances
MICHAEL BINGER, CFA®
President of Gradient Investments, LLC
JEREMY BRYAN, CFA®
Portfolio Manager of Gradient Investments, LLC
KEITH GANGL CFA®
Portfolio Manager of Gradient Investments, LLC
This endorsement of Gradient Investments, LLC is provided by an investment advisor who refers clients to Gradient Investments, LLC. A conflict of interest exists because this investment advisor receives a portion of the annual management fee charged by Gradient Investments, LLC, based on the assets under management of this investment advisor’s clients. This endorsement could assist in the investment advisor increasing the assets placed with Gradient Investments, LLC, and therefore their compensation. These investment advisors are not affiliated with or supervised by Gradient Investments, LLC.