Arvest Wealth Management

Arvest Bank’s wealth management retirement-plan consulting team has been named to the 2026 National Association of Plan Advisors list of the nation’s top defined contribution advisor teams with assets under advisement of at least $100 million. This marks the fifth …

Retirement is about more than saving; it is about preparing for the unexpected and making smart financial choices that help protect your health — and your wealth. As retirement approaches, one of the most significant financial considerations that could impact …

Are you dreaming of becoming a millionaire? The path to seven-figure wealth could be closer than you think. Millions of Americans are building wealth by taking advantage of their 401(k) retirement accounts. In fact, a growing number of individuals have …

For any emergency supplies — from first aid kits to spare batteries — it is better to have it and not need it than to need it and not have it. The same logic applies to emergency savings, which can …

The Retirement Plan Consulting group at Arvest Wealth Management is an experienced team dedicated to helping employers, large and small, provide qualified and non-qualified retirement plans to their employees. As a dedicated advocate and resource, they are passionate about assisting …

Retirement is clearly important, but planning for a future four or five decades away can be less than intuitive, even in the best of circumstances. What’s more, financial education is not taught in most high schools, leaving many people to …

Brooke Kersey knows firsthand the power of good recruiting. Prior to joining Arvest Wealth Management, she spent the majority of her career tapping candidates across the country for business development roles. The recruiter became the recruit, however, when a manager …

Arvest Wealth Management has named Donny Rogers as president of investment services, effective Jan. 1. Rogers will replace Calvin Jarrett, who is retiring in early 2023. Rogers, who currently serves as president and CEO of Arvest Trust and executive director …

Brayden Mallett Client Advisor, Arvest Wealth Management   Brayden Mallett, a client advisor for Arvest Wealth Management, has made a clear plan for his future. He received his bachelor’s degree in finance with a minor in management from the University …

Arvest Wealth Management is pleased to announce the launch of its Advanced Planning Team, a group of experts and specialists focused on delivering strategies and solutions for high-net-worth individuals and households throughout Arvest’s four-state footprint. “Arvest Wealth Management prides itself on planning and …