Services for You
Offering Life Planning: our comprehensive financial planning and wealth management services. The key is to have a plan and be intentional with your financial choices. We are ready to guide you in the following areas:
- Financial Planning for Your Life
- Protection Planning
- Retirement and Fixed Income Planning
- Divorce
- Widows and Widowers
- Women and Wealth
- Medicare
- Social Security Strategies
- Aging With Dignity
- and much more!
Estate Planning: Trusts, Wills, & Beneficiaries
Do you have the proper legal documents in place to manage your affairs?
Serving Your Individual Needs
We value our relationship and will be your partner at every milestone in life.
Adapting as Your Needs Change
We help you with your best plans. When challenges come up, we’re here ready to help.
Community
Service to others inspires us. We invite you to learn about organizations that are going above and beyond to help others.
Dreams
We want to understand what matters most to you. What keeps you up at night, and how can we help?
Protection
Our priority is to help families maintain their lifestyles through all life events – the good ones and challenging ones.
Guidance
Interested in learning more about financial planning, social security, or protection strategies? We make it easy.
The World in 2030: Predictions for Long-Term Investors
We hope this report, courtesy of Capital Group®, helps you put the future in perspective and provides some reassurance that it looks bright for long-term investors.
Diversity, Equity, and Inclusion
We are focused on supporting positive change in our world. We care deeply about diversity, equity, and inclusion, and we are committed to ensuring that your experiences with us reflect these important values. Beginning with your first meeting with us, you will feel welcome at Edmond Wealth Management.
Darlene Shipe, Partner, Wealth Manager
Darlene Shipe is a Partner and Wealth Manager with Edmond Wealth Management and an Investment Advisor Representative with Householder Group Advisors and Retirement Specialists, LLC. Darlene has been in the financial services field for 34 years, managing investments for her clients for over 26 years and holds the following securities registrations: Series 7 and 63 held with LPL Financial and 65 held with Householder Group Estate & Retirement Specialists, as well as Life/Variable Annuity, Disability and Long-Term Care insurance licenses.
Lynn Bilodeau, J.D., Partner, Wealth Manager
Lynn Bilodeau is an attorney. He lectures extensively to financial professionals and retirees. Lynn has worked closely with many financial advisors and financial planners who have graciously referred their clients to him for legal matters. Because so many clients were asking him for input on financial decisions, Lynn decided to branch out into the investment arena in 2008 having earned the Series 7 securities registration, which is held through LPL Financial and series 66, which is held with LPL Financial and Householder Group Estate & Retirement Specialists, LLC. He also holds Life, Health and Variable Annuity, Disability and Long-Term Care insurance licenses in Oklahoma. Lynn is a partner at Edmond Wealth Management.
We are based in Edmond, Oklahoma but have clients from coast to coast!
We have clients from Alaska to Florida, Texas to Virginia and throughout the Midwest too! We work with many families and individuals around the country. We welcome you!
We are available to meet with you via Zoom, Webex, or conference call -- whichever option works best for you.
