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Wealth Management

In order to provide a full range of planning services, BancFirst employs a host of respected professionals with designations in the fields of estate and financial planning, law, tax accounting, and investment management. We match your needs with the expertise required to provide you with the strongest possibility of accomplishing your goals.

Asset allocation and investment discipline are the two primary ways we deliver value to you. Ultimately, our role is to create a portfolio that meets your investment goals with an appropriate level of risk. Striking that balance means always providing you with objective, honest and factual guidance through clear communication.

Our first responsibility is to our client and everything we do and every recommendation we offer is based on that perspective.

Our Scope of Services

  • Financial Planning
  • Retirement Income Planning
  • Investment Management – Individual/Institutional
  • Investment Consulting
  • Trust Management
  • Oil & Gas Mineral Management
  • Real Property Management
  • Charitable Giving Strategies
  • Custody Services
  • Individual Retirement Account (IRA) Management
  • Corporate Retirement Plan Management

Give Us a Call

We want to work with you to design a personalized wealth strategy to fit your needs. Please give us a call.

Oklahoma City & Central Oklahoma • 405-270-4778

Jon Bowers

Pat Mahoney

Kristin Haynes - Dixon

Sara Wilson

Mike Reynolds

James Dickson

Tulsa & Northeast Oklahoma • 918-664-6660

Monty Curry

Phillip Jennings

Brandon Rogers

Duncan, Ardmore & Southern Oklahoma • 580-251-7027

Nancy Hemphill

Geoff Johnson

Carolyn Pollock

Susan Henderson

Daniel Vernon

Not insured by the FDIC; Not a deposit or other obligation of, or guaranteed by, BancFirst; Subject to investment risks, including possible loss of the principal amount invested.