Simplifying Financial Planning

Helping hardworking people build a strong financial future

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Isaiah and his family.

A Letter from Our Founder

“  Since I was a teenager, I’ve known what my calling is – to help people take charge of their finances and feel confident that their decisions are setting them up for success. Growing up, I saw some people who were close to me make good financial decisions, and I saw others make bad ones, and I decided early on that I wanted to be a part of the first group. I was determined to make sure my family was taken care of and we could enjoy life together no matter what challenges or opportunities came our way. Seeing the difference that good decisions could make stirred a passion in me that is even stronger now, and that’s what drives me every day.

For more than a decade, I’ve been helping physicians, business owners, successful professionals, and retirees optimize their wealth and manage it wisely. My goal is to give them the information and resources they need to simplify their finances and make the best decisions for themselves and their families. I care a lot about my clients, and I’m committed to being their trusted partner and offering straightforward guidance so they can enjoy life with financial peace of mind and clarity.

I come alongside my clients to empower them with my resources, years of experience, and extensive education to simplify the complex and help them make the best possible decisions for themselves and their families. No matter where you’re at in life or how much planning you have or haven’t done, I’ll be here to guide you through your opportunities and challenges and help you pave a path forward that you can be confident in.”

— Isaiah

Specializing In

  • Financial Planning
  • Retirement Planning
  • College Planning
  • Business Planning
  • Wealth Management

Proudly Serving

  • Physicians
  • Retirees
  • Professionals
  • Pre-Retirees
  • Families

Forbes 2022 Best-in-State Financial Security Professional

In 2022, Isaiah Edison was recognized as one of Forbes’ Best-in-State Top Financial Security Professionals, an honor reserved for a select few outstanding professionals in the insurance industry, in Oklahoma. We are incredibly excited to be part of this distinguished list, and we are extremely grateful to our clients who made this possible. Thank you for trusting us with your wealth, your business, your family, and your future. We look forward to serving you with excellence for many years to come!

About the Award

Insurance professionals earned this recognition based on various criteria such as personal interviews, assets under management, and compliance records. Honorees were chosen by SHOOK Research, an independent research firm. To learn more about their methodology, click here.

Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings (including the Best-In-State Financial Security Professional rankings), which are determined independently (see methodology). FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. The ranking algorithm is based on qualitative measures learned through telephone, virtual and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as assets under management, sales figures, and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and these professionals rarely have audited performance reports. Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help individuals choose the right FSP and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.