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Soard Financial Management, LLC

Building Relationships

through honesty, integrity and service

Helping to Grow and Protect Family Wealth

with a goal of leaving a substantial financial legacy

Our Goal is to Provide You With Financial Freedom

using ethically sound retirement strategies

Helping People Develop Strategies

to minimize tax costs

  • Social Security Maximization
  • Retirement Planning
  • Soard Financial Concepts, LLC
  • Empowering Women
  • Investment Management

We are a financial services firm with a fresh, new way of thinking. We are dedicated to helping you achieve financial independence by developing a comprehensive financial planning relationship, and ensuring your retirement plan works in concert with all pieces of your financial and insurance strategies.

Soard Financial Management, LLC

Soard Financial Management, LLC, a State Registered Investment Advisor, serving Oklahoma City, Oklahoma and surrounding communities, provides Financial Planning and Asset Management. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions, and planning that result in financial clarity, security, and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Soard Financial Management, LLC.

Soard Financial Management, LLC provides investors custom tailored investment strategies to meet short and long-term needs. We provide full transparency in the form of separately managed accounts. Our goal at Soard Financial Management, LLC is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process to achieve financial independence. As a fiduciary, we are legally obligated to put our client's interests first.

We empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.

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Welcome To Our Website

Welcome To Our Website

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Retirement Planning


Our Firm takes pride in providing comprehensive retirement planning services to our clients. We review our clients’ wills, estate plans/trusts, taxes and insurance. Our comprehensive services integrate all aspects of our client's financial picture in a coordinated effort to provide for financial clarity and multi-generational wealth.


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Insurance Solutions


Some retirees underestimate the impact a big market loss may have on the future of their income. Luckily, insurance can be used to protect more than just your physical assets: it can also be used to help protect your future. Our firm specializes in helping individuals safeguard their retirement nest eggs while still participating in market growth by offering ...


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Empowering Women


Today, women are more educated and financially empowered than any past generation. More and more women are responsible for handling their family’s finances, and, according to a study done by the Insured Retirement Institute, less than half are confident they are doing a good job of preparing financially for retirement.


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Our Location

Soard Financial Management, LLC 1967 West 33rd Ste 110 Edmond, OK 73013 P: (405) 509-6068 F: (405) 509-6028 info@soardfinancial.com Downloads

Our Company

  • Home
  • Our Firm
  • Our Team
  • Strategic Alliances
  • Get Educated
  • Seminars
  • Contact

Our Services

  • Social Security Maximization
  • Retirement Planning
  • Soard Financial Concepts, LLC
  • Empowering Women
  • Federal Employee
  • Investment Management
  • Income Planning
  • Financial Planning
  • Wealth Management
  • Tax Planning

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Soard Financial Management, LLC and our editorial staff.  Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness.  All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Soard Financial Management, LLC a Registered Investment Advisor in the State of Oaklahoma.  Insurance products and services are offered through Soard Financial Concepts, LLC. Soard Financial Management, LLC and Soard Financial Concepts, LLC. are affiliated companies.  The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Oaklahoma or where otherwise legally permitted. Soard Financial Management, LLC/Soard Financial Concepts, LLC and Don Soard are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.