Our Services

Financial Planning

We develop and review financial plans that outline important aspects, including cash flow analysis and investment reviews, then provide the recommendations you need to grow wealth. A solid financial plan includes the activities, resources and materials needed to achieve financial goals and objectives in a feasible time frame.

“We provide our clients with financial plans that express their goals, hopes and dreams. We also help them implement those plans to achieve their life goals. Our purpose is to become their trusted financial advisor – one who believes that their goals are important and worthy of respect.” – Bob Marlowe

Values-based investments and management

When we build a financial plan for you, we consider your values and goals. We invest in a way that matches your values so you can feel good about the wealth you build. We manage your portfolios as if they were our own.

Wealth preservation strategies

We employ an active approach to wealth preservation while mitigating risk. We take a holistic view of assets and diversification to provide the greatest protection.

Values-based investments and management

One of our primary strengths is tax smart planning and strategy development, which involves choosing the right investments in the right accounts at the right time. Taxes are complicated, but you can trust us to understand them.

Family wealth planning

Planning for the future may not seem fun, but it is not something that should be delayed. It can be devasting to your heirs if it is not done properly and can be costly. By working with a financial professional who specializes in estate planning analysis, you gain the peace of mind knowing that the legacy you worked hard for will last.

Risk management and insurance

If your life takes an unexpected turn, there’s comfort knowing you have planned for it. That is where insurance and risk management strategies come into play. We help you determine what, and how much, insurance you need to ensure a safety net for you and your family. We partner with you for life, and we are here to guide you when your insurance needs change.

Income strategies and annuities

Revo Financial has experts specializing in income strategies and annuities. We can build those into your wealth management plan. An insurance product, annuities can help you reduce risk. We determine if an annuity or other income strategies can be a beneficial part of your portfolio.

How We're Different

At Revo, we stand out. While we work similarly to other financial advisors, there are big differences – most notably that we infuse faith, family, and values into all that we do.

Faith in the Process
We integrate the goals and values of our clients into our process. Our ongoing conversations with you will not only include risk tolerance, goals, and prioritization, but also the tough topics of ethics, beliefs, and faith. The outcomes of what we discover ultimately define the values-based foundation of the investment portfolio we build and manage for you.
All in the Family
Equally important, we are connected to each other in a deep, meaningful way because we share beliefs that guide us in our day-to-day lives, including at work. When new clients join us, we eagerly fold them into our family. Our like-mindedness in our attitudes toward how we approach life and our love of God make that natural.
We Put Your Money Where Your Values Are
The financial solutions we offer are not only successful, but also integrated with your values. If you are a strong believer in sustainable energy, companies who value women in the workplace and clean oceans, your portfolio will directly reflect that. At the same time, we will avoid investments that go counter to your morals, values, and beliefs.

Client Service Office

117 W 5th St, Suite 402, Bartlesville, OK 74003

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Investment Advisory Services offered through Revo Financial, LLC. Revo Financial, LLC is a state Registered Investment Advisor. 227 Muirfield Pointe Way, Montgomery, TX 77316 
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 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.