Fiduciary, Fee Only
Active Drawdown Management
CFA + CMT + CFP® Leadership
Built for the Realities of Yukon Households
The financial life of a typical Yukon family rarely fits the cookie-cutter advice the big retail firms hand out. We meet Yukon clients who are pre-retirees with a strong 401(k) and a deferred-comp plan, oil-and-gas professionals with concentrated stock and royalty income, business owners working through succession, and Mid-Del or Putnam City retired educators coordinating a pension, Social Security, and an inherited IRA. The common thread is complexity — and a desire to coordinate it all instead of running each decision in isolation. Perissos Private Wealth Management is an Oklahoma state-registered, fee only fiduciary firm headquartered in nearby Bethany, a short drive east of Yukon on Highway 66 / NW 39th Expressway. We do not earn commissions on the investments inside your portfolio, we do not sell insurance products on the side, and our compensation is fully disclosed in our Form ADV before you ever sign anything. For Yukon residents that fiduciary structure matters: it is the legal obligation that says our advice has to put your interests first, every time.
Active Drawdown Management for People Who Can Not Afford a Bad Decade
For working Yukon families, a long bear market is a setback. For Yukon retirees taking distributions, a long bear market can be the difference between funding 25 more years of retirement and running out of money in their 80s. That is why we do not believe in pure buy-and-hold for clients in or near retirement. Our active drawdown-management approach is led by Brandon VanLandingham, CFA, CMT, CFP®, and is built around one priority: limit how much a portfolio loses in major declines, because losses require disproportionately larger gains to recover. We use a disciplined three-pillar process — fundamental, strategic, and tactical — to decide when to trim risk and when to add it back. Read the full investment approach →
Tax Planning for Yukon Families
Most Yukon households we meet are not under-saved — they are under-coordinated. The 401(k), the IRA, the Roth, the brokerage account, the HSA, the inherited IRA, and the oil-and-gas royalty income are each managed in isolation, and the result is a tax bill that is bigger than it needs to be. Our tax planning work for Yukon clients focuses on the levers a fiduciary adviser can actually pull: withdrawal sequencing in retirement, Roth conversion windows between retirement and Required Minimum Distributions, capital-gains harvesting and tax-loss harvesting in the brokerage account, charitable-giving strategies including Qualified Charitable Distributions and Donor-Advised Funds, and beneficiary structure on IRAs after the SECURE Act's 10-year rule. We do not prepare your tax return — that belongs to your Yukon CPA — but we work directly with the CPA so the planning side and the filing side are using the same numbers and the same assumptions. See our full tax planning approach →
Planning That Actually Coordinates
Investments are only useful if they fit a plan. For Yukon clients we coordinate retirement-income strategy, Social Security claiming, Medicare decisions, tax-aware withdrawal sequencing, business exit planning, royalty-income management, and beneficiary and estate decisions alongside the portfolio. Wealth advisors Christi Powell, CFP®, RICP® and Greg Biggs, AIF® work directly with clients on planning so every investment decision reflects your full situation, not a generic template. We work in tandem with your CPA and estate attorney. We do not replace them — we make sure everyone is rowing in the same direction. Browse our full services →
Working Together From Yukon
Most Yukon clients meet us in our Bethany office (a short drive east on Highway 66 / NW 39th Expressway) or by secure video from home or office in Yukon. Reviews happen on a cadence that matches the complexity of your situation, typically two to four touchpoints per year, with a real human you can call between meetings. Every engagement begins with a no-obligation conversation. We will tell you honestly whether we are the right fit before either of us commits to anything.
Serving Yukon and Surrounding Communities
From our Bethany office at 4107 N. Council Rd, we work with clients in Yukon and across the broader Oklahoma City metro, including:
- Mustang
- Bethany
- El Reno
- Piedmont
- NW Oklahoma City
- Canadian County
Common Questions from Yukon Households
Is there a fee-only fiduciary financial advisor near Yukon, OK?
Yes. Perissos Private Wealth Management is a fee only, fiduciary financial advisor headquartered in Bethany, just east of Yukon on Highway 66. We are Oklahoma state-registered, we do not earn commissions on investments, and we do not sell insurance products. Yukon clients meet with us in person at our Bethany office or by secure video.
What's the difference between a CPA in Yukon and a financial advisor?
Your Yukon CPA prepares and files your tax return — they look backward at what already happened. A fiduciary financial advisor looks forward and plans the decisions that drive next year's tax bill: when to take IRA distributions, whether to do a Roth conversion, how to structure charitable gifts, how to sequence withdrawals in retirement. We work directly with your existing CPA so the planning and the filing line up.
How do Yukon retirees lower their tax bill in retirement?
The biggest levers we use for Yukon retirees are withdrawal sequencing across taxable, tax-deferred, and Roth accounts; Roth conversions during the low-bracket years between retirement and Required Minimum Distributions; Qualified Charitable Distributions after age 70½; and beneficiary planning under the SECURE Act's 10-year rule for inherited IRAs. The right mix depends on your income, your tax bracket, and your legacy goals.
Do you work with Yukon business owners on succession or sale?
Yes. Many of our Yukon clients are mid-career or late-career business owners thinking through succession, partial sale, or a full exit. We help coordinate the financial planning around the transaction — what proceeds to invest, how to manage concentrated stock if it is a stock deal, how to structure charitable giving in the high-income year of the sale, and how the transaction integrates with retirement income planning afterward.
Do you help Yukon families with oil-and-gas royalty income?
Yes. Royalty income is common in Canadian County, and it creates planning questions that generic firms rarely address well: how to invest variable royalty checks, the tax treatment of depletion, how to handle mineral rights in estate planning, and how to coordinate royalty income with retirement distributions so total taxable income stays in the brackets that make sense for your plan.
Do I have to drive to Bethany for every meeting?
No. Many Yukon clients prefer in-person meetings at our Bethany office on N. Council Road — it's roughly a fifteen-minute drive — but the entire relationship can run by secure video and phone if that fits your schedule better. We use both formats every week.