Providing individuals, families, and businesses with fiduciary services and unbiased financial advice since 1981.

Protecting Your Assets | Growing Your Wealth | Advising You For Life

We offer asset protection and investment management strategies to help you conserve your assets during your lifetime and pass them to future generations and charities. We provide fiduciary services and independent, unbiased financial advice about your estate, retirement planning, and business succession.

Our Latest.
Whittney Stauffer Joins Friends of Finance

January 2024 Investment Perspectives

We discuss the market in 2023 and look ahead to 2024, digital safety, and updated FDIC calculations for trust-owned bank accounts.
A stack of 100 dollar bills are covered by chains and a padlock

FDIC Insurance: Navigating New Rules for Trust-Owned Bank Deposits in 2024

We take a look at the new rules for FDIC insurance limits for bank deposits owned by trusts. The good news: It will be simpler to calculate.
A person holding a credit card is making a telephone call

Safety in the Digital Age: Tips to Protect Against Scams and Identity Theft

Empower yourself against digital risks with practical tips to safeguard yourself and loved ones in today’s interconnected financial landscape.
2024 on top of glass showing stock market figures

A Welcome Return to Normalcy

2023 was a turbulent year for investing, but many people's minds is what 2024 looks like. We take a look at what the future may hold.
Whittney Stauffer Joins Friends of Finance

ViewPoint – A Letter From the Desk of Michael Hopper – January 2024

As we move into 2024, we want to share several promotions and additions to the Trust Company of Oklahoma team.
Whittney Stauffer Joins Friends of Finance

October 2023 Investment Perspectives

We discuss AI and its effects on the markets, TCO updates, deferred sales trusts, and how to avoid fireworks caused by your estate plan.
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