Fiduciary, Fee-Based
Active Drawdown Management
CFA + CMT + CFP® Leadership
An Edmond-Caliber Wealth Firm Without the National-Bank Layers
Edmond households tend to be financially complex. We work with Edmond executives sitting on equity comp and concentrated stock, business owners thinking through succession or sale, physicians balancing high income against high tax exposure, and retirees coordinating multiple income streams against a long retirement horizon. None of that complexity is well-served by a generic brokerage relationship or a robo allocator. Perissos Private Wealth Management is an Oklahoma state-registered investment adviser headquartered nearby in Bethany, with a deliberately different structure than the national firms. We are fee-based and fiduciary, we earn no commissions on the investments inside your portfolio, and every dollar of our compensation is disclosed in our Form ADV before you commit to anything. For Edmond clients, that means recommendations are made on their merits — not on whether a product pays the firm.
The Only Oklahoma Wealth Firm Led by a CFA, CMT, and CFP®
Investment leadership at Perissos is led by Brandon VanLandingham, who holds the CFA (Chartered Financial Analyst), CMT (Chartered Market Technician), and CFP® (Certified Financial Planner™) designations. That combination is genuinely rare nationally and uncommon in Oklahoma — the CFA brings deep fundamental and portfolio-management training, the CMT brings technical and behavioral market analysis, and the CFP® brings comprehensive financial-planning rigor. For Edmond clients evaluating advisers, the credential mix is a useful proxy for the depth of the investment process.
Active Drawdown Management for Real Retirements
Edmond clients close to retirement, or already in it, deserve more than buy-and-hold. The math of drawdowns is unforgiving: a 50% loss requires a 100% gain to recover, and the time it takes to recover can derail a decade of distributions. Our active drawdown-management approach is built specifically to address that risk — limiting participation in the most damaging declines, while staying engaged when conditions support measured exposure. The process combines fundamental, strategic, and tactical analysis into a disciplined, repeatable framework — not market timing, not guesswork. Read the full investment philosophy →
Coordinated Planning Across Tax, Estate, and Business
For Edmond clients we coordinate retirement-income planning, Social Security and Medicare strategy, tax-aware withdrawal sequencing, equity-comp and concentrated-stock planning, business exit planning, and estate-plan coordination alongside the portfolio. Wealth advisors Christi Powell, CFP®, RICP® and Greg Biggs, AIF® work directly with clients on planning so every portfolio decision is informed by the full picture. We do not draft legal documents and we do not file your tax return — those belong to your attorney and CPA. What we do is make sure those professionals are working from the same plan, instead of optimizing in isolation. See the full list of coordinated services →
Working With Us From Edmond
Edmond clients meet us in our Bethany office or by secure video, whichever fits your schedule. Reviews happen on a cadence that matches your complexity, with a real adviser you can reach between meetings. Every relationship begins with a no-obligation conversation — we will tell you honestly if we are not the right fit.
Serving Edmond and Surrounding Communities
From our Bethany office at 4107 N. Council Rd, we work with clients in Edmond and across the broader Oklahoma City metro, including:
- Oak Tree
- Deer Creek
- Arcadia
- The Village
- NW Oklahoma City
- Oklahoma County