Fiduciary, Fee Only
Active Drawdown Management
CFA + CMT + CFP® Leadership
An OKC Wealth Firm Built Around Fiduciary Advice, Not Product Sales
Oklahoma City is well-served by national brokerages and bank-owned advisory arms — but those structures often introduce conflicts that work against the client. Perissos Private Wealth Management is different by design: we are an Oklahoma state-registered investment adviser, fee-only, and held to a fiduciary standard on every recommendation. We earn no commissions on the investments inside your portfolio, and every dollar of our compensation is disclosed in Form ADV before you commit to anything. For OKC households balancing executive compensation, business interests, real-estate holdings, or multi-generational planning, that structural alignment removes a major source of conflict that quietly exists at commission-based firms.
The Only Oklahoma City 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 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 Oklahoma City clients evaluating advisers, the credential mix is a useful proxy for the depth of the investment process behind each recommendation.
Active Drawdown Management for OKC Retirees and Pre-Retirees
The math of drawdowns is unforgiving: a 50% loss requires a 100% gain to recover, and the recovery window can derail a decade of retirement distributions. Our active drawdown-management approach is designed to help limit 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, Social Security, and Medicare
For Oklahoma City clients we coordinate retirement-income planning, Social Security and Medicare strategy, tax-aware withdrawal sequencing, equity-compensation 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 Oklahoma City
Our office sits just minutes from downtown OKC at 4107 N. Council Rd in Bethany — a short drive west on the NW Expressway or I-44. OKC clients meet us in person at the 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 Oklahoma City and Surrounding Communities
From our Bethany office at 4107 N. Council Rd, we work with clients in Oklahoma City and across the broader Oklahoma City metro, including:
- Downtown OKC
- Nichols Hills
- The Village
- Bethany
- Warr Acres
- NW Oklahoma City
- Midtown
- Mesta Park
- Oklahoma County