Fiduciary, Fee-Based
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 retirees managing a paid-off home plus rental property. 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-based fiduciary firm headquartered in nearby Bethany, just a short drive east of Yukon on N. Council Road. 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.
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 →
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. 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