Business Details
19 Years
experience
Your Trusted Financial Planning Partner in Oklahoma City
Established in 2007, Hughes Warren provides comprehensive financial planning and investment management services rooted in a fiduciary commitment to clients. Our team of Certified Financial Planners brings over 50 years of combined experience, specializing in personalized strategies for individuals, families, and small businesses. We adhere to a fee-only model, ensuring unbiased advice without commissions or product sales. Our services encompass financial planning, retirement planning, investment management, tax strategies, and estate planning, tailored to evolving life circumstances.Utilizing tools like eMoney and Pontera, we construct diversified portfolios aligned with client goals while maintaining transparency through regular communication. With a focus on long-term relationships, we prioritize client needs above all else, fostering trust and peace of mind.
Services
Financial Planning
Retirement Planning
Investment Planning
Tax Planning
Estate Planning
Risk Management
Portfolio Management
Long-Term Care Planning
Employer Retirement Plans
Cash Flow Management
Details
- Year established: 2007
Highlights and features
- We operate as a fee-only fiduciary, eliminating conflicts of interest.
- Our team holds 50+ years of combined experience in financial planning.
- Personalized strategies adapt to life changes like career shifts or inheritance.
- We utilize eMoney and Pontera for data-driven, transparent portfolio management.
- Regular client communication ensures alignment with evolving financial goals.
Associations and certifications
- Certified Financial Planner Board of Standards, Inc.
Services
Financial Planning
We create customized financial roadmaps addressing cash flow, tax efficiency, and long-term goals. Our Certified Financial Planners analyze your unique situation to develop actionable plans that evolve with life changes. By integrating risk management and estate planning, we ensure comprehensive protection and growth of your assets.
Retirement Planning
Our retirement specialists design sustainable withdrawal plans and tax-efficient income streams. We optimize Social Security benefits, manage employer-sponsored accounts through Pontera, and model retirement scenarios using eMoney software. Regular portfolio rebalancing ensures alignment with changing market conditions and personal circumstances.
Investment Planning
We construct diversified portfolios using no-load mutual funds and institutional assets. Our modern portfolio theory approach balances risk and return across multiple asset classes. With ongoing manager evaluation and quarterly performance reviews, we maintain strategic allocations while avoiding emotional market timing decisions.
Estate Planning
Our planners coordinate with legal professionals to implement efficient estate strategies. Services include beneficiary designation optimization, trust integration, and legacy planning. We address probate avoidance and tax minimization while ensuring your wishes are documented in Investment Policy Statements.
Portfolio Management
Active portfolio oversight includes tax-loss harvesting, asset reallocation, and performance benchmarking. We monitor 10+ investment managers across client accounts, ensuring adherence to stated objectives. Monthly client statements and annual strategy reviews maintain transparency and accountability in achieving financial targets.
People
Ted Hughes
President
Certified Financial Planner with 25+ years in asset management. University of Oklahoma graduate. Former President of Oklahoma City Estate Planning Council. Active in community service through Christ the King Catholic Parish.
Melinda Warren
Founding Partner
Certified Financial Planner with expertise in estate planning. Served on multiple nonprofit boards including Integris Hospice. Former Baptist Foundation of Oklahoma employee with 26 years in beneficiary services and estate planning.
Tori Jones
Vice President
Client services and marketing leader with PR/Advertising degree. 2020 NextGen Under 30 award recipient. Experienced in banking, oil & gas, and tourism industries. Active in professional marketing associations.
Cassie Scoggin
Assistant Director of Client Relations
Former legal assistant in oil & gas and estate planning. Retail management veteran with 9 years in customer service. Oklahoma State University graduate. Active tennis player and golden retriever owner.
Emma Hughes
Client Service Manager
Financial Markets graduate pursuing CFP certification. Former collegiate golfer. Manages daily client operations and paperwork processing with a focus on service excellence.
Questions
What makes Hughes Warren different from other financial advisors?
We operate as a fiduciary fee-only firm with no product commissions. Our Certified Financial Planners focus solely on client needs through personalized strategies developed over 50+ combined years of experience.
What services do you offer for retirement planning?
We provide comprehensive retirement planning including Social Security optimization, withdrawal strategies, Pontera-based employer account management, and tax-efficient income planning tailored to individual retirement timelines.
How do you personalize investment strategies?
We create customized portfolios considering current assets, risk tolerance, tax status, and liquidity needs. Our Investment Policy Statements document individual goals and are updated as client circumstances evolve.
What tools do you use for financial planning?
We utilize eMoney for holistic financial planning and Pontera for managing employer-sponsored retirement accounts. These industry-leading platforms provide data-driven insights while maintaining client data security.
How often do you meet with clients?
We schedule regular strategy sessions and provide quarterly portfolio reviews. Additional meetings are available for major life changes. Monthly newsletters and ongoing communication ensure clients stay informed.
