Jelley, Udrisky & Associates
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
For more than four decades Steve Jelley and Steve Udrisky have provided advice and guidance to individuals, families and businesses. Jelley, Udrisky and Associates offers a range of wealth management and investment services that extends well beyond stocks and bonds. As a team, we seek to earn your trust, and as your wealth advisor, we will implement strategies that are based on our knowledge of you and your personal goals. You are unique – the service you receive should reflect that.
Over the years, we have expanded our services to private and public companies that offer 401(k) plans to employees. Steve Udrisky holds the Retirement Benefits Consultant designation with advanced training and experience in plan design, as such he is one of a select group of highly qualified Advisors that work with clients with defined contribution plan assets of $10 million or greater. Steve also holds the Certified Plan Fiduciary Advisor designation, CPFA and the C(k)P® Certified 401(k) Professional Designation. All of the team's efforts are supported by the strengths and skills of each team member.
While we are headquartered in Tulsa, OK, we serve individual clients and companies offering retirement plans throughout the United States.
*C(k)P® and Certified 401(k) Professional is a registered trademark of The Retirement Advisor University, Inc.
CFP®, CIMA®, CKP®, CPFA®, CRPC™