Why Tappan Financial Group
We value hard work, integrity, and heritage, and we live by these values every day. We are a skilled professional team who will get to know you and your family, and we will develop a financial strategy for you based on your goals, expectations, and risk tolerance. Located in the heart of Oklahoma City, we know a thing or two about facing life’s storms head-on and turning challenges into opportunities. Our mission is to help you optimize your wealth so that you can achieve your dreams.
At Tappan Financial Group, we deeply understand that it’s your money, and it’s our job to help make it work for you. Our goal is to serve you better than other professionals even try. We don’t farm out your portfolio to third-party money managers; instead, James Tappan, our wealth manager, will build your portfolio with individual securities he selects. As a discretionary financial advisors for our clients, James assumes fiduciary responsibility for all managed accounts, which means that he must always act in your best interest.