We’re your dedicated partners in building a secure and confident financial future.

We help you take control of your financial journey with clarity and purpose.

Why Trust Frontpoint Wealth?

We “Do What Works”

We believe in modern, effective solutions designed to make your financial goals achievable. Whether you’re planning for retirement, managing investments, or navigating life’s big changes, we provide personalized strategies to simplify the process and maximize results.

Our Core Services Include:

  • Roth IRA and Traditional IRA Plans

  • 401K Rollovers and Asset Management

  • College Planning (529 Plans)

  • Business Retirement Accounts

  • Life Insurance and Risk Management

  • Comprehensive Financial Planning and Budget Analysis


Mission Statement

At FrontPoint Wealth, our mission is to simplify financial planning and empower individuals, families, and business owners to achieve their financial goals with clarity and confidence. Through personalized strategies, transparent education, and unwavering support, we strive to build lasting relationships that help our clients create, grow, and preserve wealth for a secure and fulfilling future


The Frontpoint Team

Clay Collier

Financial Advisor

Educating and Guiding Clients Toward Financial Success

After earning my degree in Accounting and Finance from Oklahoma Christian University, I spent four years as an Auditor before becoming an Investment Advisor Representative. With Series 7 & 66 securities registration, my passion lies in educating clients about their financial plans, helping them fully understand the purpose and strategy behind their investments.

David Dick

Financial Advisor

Transforming Financial Futures Through Personalized Planning

With a Bachelor’s degree in Finance from the University of Central Oklahoma and Series 7 & 66 securities registration, I specialize in Financial Planning, Investment Strategies, Asset Management, and Risk Management. My approach is rooted in building strong relationships with clients, ensuring we work together to align your goals and create a plan tailored to your financial needs.


Our Home

david@frontpointwealth.com
(918) 931-1166

30 E Campbell St suite 260
Edmond, OK 73034

 

Don’t let the fear of uncertainty hold you back.

Your financial freedom begins with one simple step. Schedule a free consultation and let’s create a plan that works as hard as you do.