WELCOME 

Based in Tulsa, OK, SMS Financial and Investment Management is a dba of Streeter Moore & Stipe LLC which is a SEC - registered investment adviser (RIA) that provides individuals, families, businesses and institutional clients with financial planning, investment advice, asset allocation strategies and portfolio construction recommendations. Our Founding Partner recognized the need for independence in 1994 to better serve clients.

We invite you to tour our site, where you can locate information on our firm, qualifications, services and other items - calculators and articles of interest.