Oklahoma | Arkansas | Texas
Fiduciary wealth advisors for business owners and families
Uniting Wealth Partners brings the planning, investment and tax depth of a large firm to Oklahoma City, Northwest Arkansas and the Permian Basin, with advisors who answer the phone and own the firm.
A 20 minute introductory call. No cost and no obligation.
At a glance
- SEC registered investment adviserHeld to the fiduciary standard, CRD #332317
- Independent and advisor ownedOwned and run by the advisors who serve you
- Three offices in this regionOklahoma City, Rogers and Odessa
- Six disciplines, one planPlanning, investments, tax and estate, business, insurance, lending
Our offices
Local advisors in three states
Oklahoma City
6303 Waterford Boulevard, Suite 125, Oklahoma City
Rick M. Hadrava, Kip Nichols
Meet the teamArkansasNorthwest Arkansas
3300 S Market Street, Suite 404, Rogers
Scott H. Shepherd, Randy S. Koontz, Aaron Jurgensmeyer, Ben R. McLintock, Brad Blankenship
Meet the teamTexasOdessa and the Permian Basin
1921 E 37th Street, Suite B, Odessa
Kathy McIntyre, Steve R. Hurt
Meet the teamWho we help
Planning for the people who built something
Business owners
You built it over decades. Plan the exit, the succession and the money after it.
02Families and individuals
One coordinated plan for investments, taxes, estate and insurance.
03Pre-retirees and retirees
How much is enough, where the income comes from, and making it last.
04Tax and estate planning
Keep more of it and pass it on the way you intend.
Why Uniting Wealth Partners
Five things you get when you work with us
A fiduciary, by law
Our advisors are held to the fiduciary standard: your interests come first, and the conflicts are in writing on Form ADV.
One plan, not five
Investments, tax, estate, insurance and the business planned together, with your CPA and attorney in the loop.
Owned by the advisors
Uniting Wealth Partners is independent and advisor owned. The people advising you own the firm and answer to you.
Advisors who live here
Offices in Oklahoma City, Rogers and Odessa, with advisors who have spent decades in these communities.
Built for business owners
Exit and succession planning, valuation through our partners at SDR Ventures, and a plan for the money after the sale.
Not sure where you stand?
Take the two minute planning check. Eight yes or no questions, and your answers stay on your screen.
Take the checkBusiness owner briefing
The midterms, your taxes and the next three years
Thursday, December 10, 2026, online. A business owner briefing with Uniting Wealth Partners and SDR Ventures. Complimentary, educational, and no products are sold on the call.
Save your seatWealth
Free book
Beyond Wealth, by Rick Hadrava
More than 30 years of working with business owners and families, on designing a life that is about freedom, purpose and legacy rather than just money.
Get your free copyWhat we do
Six disciplines, one coordinated plan
Your financial life often involves several professionals, such as an advisor, CPA, attorney, and insurance professional. We build one plan and work to coordinate with them so your planning reflects the full picture.
Holistic financial planning
Cash flow, goals, risk and timeline in one written plan, revisited as your life changes.
Wealth management*
Portfolios built around the plan rather than the other way around, and reviewed as the plan changes.
Tax and estate planning*
Wealth transfer, trusts and tax strategy, coordinated with your CPA and attorney.
Business valuation and exit planning*
What the business is worth, what lifts the value, and how to sell or hand it on well.
Insurance*
Protection reviewed with a fiduciary eye: what you need, sized correctly, and nothing you do not.
Banking and lending
Liquidity and lending coordinated with your balance sheet instead of bolted onto it.
*Provided with the help of the firm's third-party strategic partners.
Questions we get asked
Is Uniting Wealth Partners a fiduciary?
Yes. Uniting Wealth Partners is an independent firm registered with the U.S. Securities and Exchange Commission as an investment adviser, and our advisors are held to the fiduciary standard, which means acting in your best interest. Registration as an investment adviser does not imply a certain level of skill or training.
Where are your offices?
Oklahoma City (6303 Waterford Boulevard), Rogers in Northwest Arkansas (3300 S Market Street) and Odessa in West Texas (1921 E 37th Street). The firm's home office is in Denver, and we serve clients nationally.
Who do you work with?
Business owners, successful families and individuals, often with $1 million or more to invest, and people approaching or in retirement.
How do I check your registration and fees?
Search CRD #332317 on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov. Form ADV Part 2A and Form CRS are there and set out our services, fees and conflicts in plain terms.
What happens on the 20 minute call?
We ask what you are working toward and what is keeping you up at night, and you ask us anything. If it looks like a fit, we suggest a next step. If it does not, we say so. There is no cost and no obligation.
Twenty minutes, no obligation
A short introductory call to hear what you are working toward and whether we are the right fit. It is a conversation with a fiduciary, not a sales pitch.