Servo Wealth Management is an independent, Registered Investment Advisor (RIA) in Oklahoma City, Oklahoma, with clients throughout the United States.
Servo is a fiduciary, meaning that we always put our clients’ best interests first. We don’t work on commission, we don’t sell financial products, and we don't have any proprietary investments. Servo’s only business is providing ongoing financial planning and investment management to high-net-worth individuals and families. We manage approximately $75M on behalf of about 40 individuals and families.
Servo was founded in 2012 and is managed by Eric D. Nelson. Eric has almost 20 years of experience working in the financial advisory industry. In 2006, Eric attained the prestigious Chartered Financial Analyst (CFA) designation. In 2017, Investopedia named Eric “One of the Top 100 Most Influential Financial Advisors in the US.”
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.