Home | NFA Wealth Management

Financial Advisors in Norman, OK

We Help Families, Professionals & Business Owners Plan, Save, and Grow with Confidence.

Personal financial planning, investment guidance, and retirement strategies that are tailored to you.

Who We Serve

✔ Families planning for retirement, specific goals, & financial confidence
✔ Business owners optimizing succession and tax strategy
✔ Professionals building wealth & managing risk
✔ Retirees focused on income security and legacy planning

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What We Do

We help individuals, families, professionals, and business owners make thoughtful decisions about their money. Through personalized planning, investment guidance, and ongoing support, we create strategies designed around your goals, your comfort level, and your life.

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Financial Planning

We create personalized plans that align your goals with life’s milestones, providing clarity and confidence for the future

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Investment Management

We manage your investments with a tailored approach, balancing growth and security to meet your unique needs.

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Employer Retirement Plans

We offer tailored employer retirement plans with a focus on compliance, timely communication, investor education.

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Business Services

We empower businesses with succession planning, exit strategies, and tax-efficient strategies, to ensure long-term success and a seamless transition for the future.

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Who We Are

We are a team of financial advisors who care deeply about helping people. Every advisor at our firm chose this work because they wanted to serve others and make financial decisions feel clearer and less overwhelming. We work together as a team so clients benefit from shared knowledge and support. Our focus is always on listening, being responsive, and helping clients feel supported as they navigate their financial journey.

Sandi Hegeman, AIF®

Financial Advisor

405-701-9907 x101

shegeman@tnfa.net

Brett Henry

Financial Advisor

405-701-9907 x104

bhenry@oknfa.com

Delaney McCoy, CFP®

Financial Advisor

405-701-9907 x103

405-873-7887

dmccoy@tnfa.net

Van Taylor

Financial Advisor

vtaylor@tnfa.net

Lindsey Brassfield

Administrative Assistant

405-701-9907 x102

lbrassfield@tnfa.net

Karla Hanson

Administrative Assistant

405-701-9907 x102

khanson@tnfa.net

Our Process

Getting started is simple and low pressure. You can contact our office by phone, email one of our team members, or complete a contact form on our website. From there, we will connect with you to learn a bit about what prompted you to reach out and answer any initial questions.

Many clients begin with a brief introductory conversation, which can take place in person, over the phone, or on Zoom. If you call the office, we are often able to have this initial conversation right then. If it feels like a good fit and you would like to continue, we will schedule a more in depth introductory meeting to explore how we can help.

Our firm works by appointment so we can give each client our full attention and provide a thoughtful, personalized experience.

See What Our Clients Have to Say

"I love the passion that Sandi and her team have for educating investors. She set up my company's 401(k) plan and took the time to meet with all of my employees so they knew the options available to them. She is always prompt to respond to questions and follows through with all requests. Her customer service is top notch.”

Lisa Dionisio,
Paxus CPA Solutions

This statement is a testimonial by a client of the financial professional as of 02/21/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

“ We truly value our long-standing partnership with NFA helping administer our Company-sponsored 401k plan. Sandi H. and the NFA team have gone above and beyond expectations ensuring that our 100-person employee base is educated on all of the retirement benefits offered by our Company and helping our employees prepare for their future.”

Taurex Drill Bits

This statement is a testimonial by a client of the financial professional as of 02/21/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

"I really appreciate the help given to us by Delaney McCoy at NFA with our Financial Planning. She took time to listen to our goals and then advised us of different strategies to assure we will reach those goals. She was very thorough and knowledgeable on the subject. Thanks to Delaney and NFA, we walked away feeling confident and with a plan for our future."

Cindy A.

This statement is a testimonial by a client of the financial professional as of 11/12/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

Speak to a Professional

If you believe you could benefit from working with a financial professional, let’s review yours goals to see if you’re a good match for our practice.

Schedule Consultation

Call Us

405-701-9907

Address

808 24th Avenue North West

Suite 202

Norman, OK 73069