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Craig Silberg

Advisor at EverPar Advisors LLC

Updated today

Location

Tulsa, OK 74136

Credentials

Series 63, Series 66

Industry experience

26 years

About

Craig Silberg is a financial advisor at EverPar Advisors LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Private Bank, Morgan Stanley, and UBS Financial Services. Silberg is also a licensed insurance agent involved in insurance sales and implementing insurance recommendations. EverPar Advisors provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $488.5 million in assets and employs a primarily long-term, portfolio-driven investment approach using diversified mutual funds and ETFs, supplemented by individual securities and active trading for rebalancing and client needs.

Client services

Based on EverPar Advisors LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on EverPar Advisors LLC

Active portfolio management Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy

Occupation focus

Based on EverPar Advisors LLC

Founder/Business Owner Executive

Fee options

Fixed

Financial planning services with fixed engagement fees ranging from $1,500 to $15,000

Percentage

up to 1.99% annually (negotiable, based on factors such as scope, complexity, asset level, relationship)

Commissions

Insurance commissions earned separately by licensed advisory persons

Other

Account minimum: $1,000,000 Fee-only: Comprehensive portfolio management fees up to 1.99% annually; Retirement plan advisory fees up to 1.00% annually; Financial planning fixed fees from $1,500 to $15,000 per engagement

Location

2431 E. 61 St Street, Suite 825

Tulsa, OK 74136

Most active in

Oklahoma · Texas

Work history

EverPar Advisors LLC

2023 - Present (3 years)

Morgan Stanley Private Bank, N.A.

2017 - 2023 (6 years)

Morgan Stanley

2017 - 2023 (6 years)

UBS Financial services Inc

2009 - 2017 (8 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Marquay B

Series 66

Tulsa, OK

Integra Private Wealth Management, LLC

Marquay Baul is a financial advisor at Integra Private Wealth Management, LLC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Sowell Management Services and Arvest Private Bank. Outside of his advisory role, Baul owns Integra Management Group, a business management and consulting firm, and serves in leadership and mentoring roles with several nonprofit organizations, including as board chair of Alzheimer’s Diversity Outreach Services. Integra Private Wealth Management, LLC serves professional athletes, entertainment professionals, high-net-worth individuals, trusts, charitable organizations, and qualified retirement plans, providing investment management, financial planning, and employee retirement plan advisory services. The firm follows a long-term, evidence-based investment approach grounded in Modern Portfolio Theory and utilizes diversified, passively managed funds alongside individualized strategies.

Passive / index investing Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Professional Athlete Entertainment Industry
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Sandra M

Series 65

Tulsa, OK

Sandman Wealth Management

Sandra Minardi is a financial advisor at Sandman Wealth Management in Tulsa, OK, holding a Series 65 designation with four years of industry experience. She has been involved with Sandman Financial Inc. since 2019 and serves as a board member for John 3:16 Mission. Sandman Wealth Management provides discretionary asset management, model-portfolio co-advisory services, financial planning, and ERISA plan advisory work primarily for plan sponsors and institutional clients. The firm utilizes a combination of fundamental, technical, and cyclical analysis and operates through a co-advisor arrangement with a third-party portfolio manager.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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John D

Series 63, Series 65

Broken Arrow, OK

Wealth Advisors, L.L.C.

John Day is a financial advisor with Wealth Advisors, L.L.C. in Broken Arrow, Oklahoma, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Wealth Advisors, L.L.C. since 2004. Wealth Advisors, L.L.C. serves individual investors, including high-net-worth households, and select corporate clients by providing asset management and portfolio consulting services. The firm employs a fee-only structure and uses a combination of fundamental and technical analysis alongside quantitative risk metrics to manage diversified portfolios across traditional, conservative, and aggressive strategies.

Active portfolio management Options & derivatives strategies Concentrated stock management

Jonathan P

CFP®

Tulsa, OK

Realm Financial Planning

Many of the people I work with are thoughtful individuals and families who are building meaningful lives - often while running businesses, raising families, or serving others through their work. In a culture that often glorifies hustle and constant productivity, I help clients step back, clarify what matters most, and make financial decisions that help balance the ideal with the real (aligning long-term hopes with the practical realities of life today). I provide ongoing financial planning and investment management designed to help clients steward their resources wisely. My approach focuses on simplicity, thoughtful decision-making, and long-term alignment between finances and life priorities. That may include conversations around cash flow, taxes, investments, insurance, retirement, or major life decisions, but the goal is always the same: helping clients use their resources in ways that support the life they actually want to live. I enjoy getting to know the people I work with and learning their stories. I’m at my best as an advisor when I know my clients well, and when they know me as well. My role is part guide, part sounding board, and part planner, helping clients think through complex decisions and move forward with confidence. Outside of financial planning, I’m a husband and soon-to-be father who enjoys making pro-level pizza on my Ooni pizza oven, learning from the Bible Project, and playing hockey.

Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Young Professionals Gen Y/Millennials (Born 1980-1995)
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Derrick A

Series 63, Series 65

Tulsa, OK

Greater Works Wealth

Derrick Alexander is a financial advisor at Greater Works Wealth in Tulsa, OK, with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various capacities from 2017 to 2022. Before entering financial services, he participated in NFL Rookie Mini-Camps and Training in 2016 and 2017. Greater Works Wealth provides investment management, financial planning, and retirement plan consulting primarily to individual clients and employer plan sponsors. The firm uses a fee-only model with an investment approach based on modern portfolio theory, emphasizing passive management through diversified portfolios of index mutual funds and ETFs.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement withdrawal strategies Cash flow / budgeting General estate planning guidance
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Robert W

Series 66

Catoosa, OK

Midwest Financial Management, LLC

Robert West is a financial advisor with Midwest Financial Management, LLC in Catoosa, Oklahoma, holding a Series 66 designation and 12 years of industry experience. Prior to his current role since 2021, he worked at International Assets Advisory, LLC and Edward Jones. Outside of advising, he serves as president of B&D Enterprises, Inc., a holding company focused on business acquisitions, and is the clerk of the Catoosa Board of Education. Midwest Financial Management provides portfolio management and financial planning services to individuals, high-net-worth clients, and select public entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis, using both long- and short-term trading strategies, and manages primarily non-discretionary assets.

Active portfolio management Real estate investing
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