Fiduciary, Fee Only
Active Drawdown Management
CFA + CMT + CFP® Leadership
Independent Advice for Norman Households
Norman is its own community — University of Oklahoma faculty and staff, Norman Regional physicians, energy and tech professionals, and multi-generation families who have watched the town grow for decades. Perissos Private Wealth Management was built to serve exactly that mix: clients who want sophisticated planning without the conflicts of interest that come with commission-based advice. We are an Oklahoma state-registered investment adviser, headquartered in Bethany and serving Norman clients in person, by secure video, and by phone. We are fee only — never paid commissions, never paid to sell a product — which means every recommendation we make has to clear a single test: is this in the client's best interest?
Active Investment Management Built Around Drawdown Mitigation
Most Norman families we meet have been told to buy index funds and ignore the news. That advice has a real cost as you near or enter retirement. A 50% loss requires a 100% gain just to recover, and a retiree drawing income through a major drawdown can permanently impair the next 25 years of cash flow. Our active drawdown-management approach combines fundamental analysis, macro signals, and tactical price behavior. We trim exposure when evidence converges that risk is rising, and add it back when conditions improve. It is a repeatable, evidence-based process — not gut feel — led by Brandon VanLandingham, CFA, CMT, CFP®. Read the full investment philosophy →
Comprehensive Planning, Coordinated With Your CPA and Attorney
Investment management is one piece of a real wealth plan. For Norman clients, we coordinate financial planning, tax-aware decisions, retirement income strategy, Social Security and Medicare guidance, university benefits (403(b), 457, OTRS pension elections), and estate planning alongside the portfolio. Christi Powell, CFP®, RICP® and Greg Biggs, AIF® lead the planning side so every recommendation reflects your full picture. We do not draft legal documents and we do not file tax returns — those belong to your attorney and CPA. What we do is keep everyone working from the same plan. See the full list of services →
Serving Norman and Surrounding Communities
From our Bethany office at 4107 N. Council Rd, we work with clients in Norman and across the broader Oklahoma City metro, including:
- OU Campus
- Moore
- Noble
- Slaughterville
- Newcastle
- South OKC