For more than three decades Steve Jelley and Steve Udrisky have provided advice and guidance to individuals, families and businesses. Jelley, Udrisky & Associates is based in Tulsa, OK and understands the style and culture of the American Midwest, but we are active in many other states also and are deeply familiar with the wealth management needs shared by clients across the country.We offer a range of wealth management and investment services that extends well beyond stocks and bonds. Jelley, Udrisky & Associates seeks to earn your trust as your wealth advisor and to implement strategies that are based on our knowledge of you. You are unique—the service you receive should reflect that. In addition to our wealth management services, we also offer access to fiduciary advisor services to companies and institutions regarding their qualified and non-qualified retirement benefit plans. To learn more about these services click here.
At Jelley, Udrisky & Associates, we believe in the value of client-specific wealth management strategies. So, getting to know you is crucial as we develop a clear understanding of how you see wealth and investments in the context of your life. We consider several elements of your financial life, including your personality and lifestyle, risk tolerance, time horizon, liquidity needs, your individual, family and professional priorities, and how you interpret the role of wealth.We follow the Merrill goals-based wealth management process, a disciplined, five-step approach designed to gather vital information about your financial vision, help us focus that vision, organize a useful strategy, and then help us suggest investment portfolios that can fill your needs.Our investment approach rests on these fundamentals: balance risk and return, and diversify. We strive to help you understand the risks that might affect your investment portfolio or long-term wealth strategy.
CFP®, CIMA®, CKP®, CPFA®, CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
