Servo Wealth Management was founded in 2012 by Eric Nelson, CFA. Servo is an independent, Registered Investment Advisory Firm (“RIA”) located in Oklahoma City, Oklahoma.
Servo works with individuals and families throughout the country, helping them achieve their most important lifetime financial goals—a secure retirement, ongoing income, and a financial legacy during and after retirement.
Unlike most financial firms, Servo is a fiduciary. We always act in our clients’ best interests and provide them with honest financial advice and evidence-based investment management services.
Servo’s insights on investing and retirement planning have been featured on Real Clear Markets, Investopedia, Think Advisor, Newsmax, Reuters, Morningstar, U.S. News & World, and in The Wall Street Journal.