A Top Financial Planning Firm

IN THE OKLAHOMA

CITY METRO

Discover a Difference

Welcome to the Roche Group, Oklahoma City’s premier wealth advisors. With an unwavering commitment to excellence, we pave the path for individuals, families and small businesses to achieve their financial aspirations. Our holistic approach to financial management, combined with our deep-rooted values, positions us as more than just advisers; we are your trusted partners in prosperity.

How We Help

Crafting personalized roadmaps to ensure your financial future is not left to chance. From retirement to educational aspirations, we've got you covered.

Nurturing your valuable assets — ensuring they grow, according to your preference. In an ever-evolving financial landscape, careful attention leads to precise results.

Navigating the intricate landscape of tax planning requires more than just software. It demands a blend of strategy, foresight, and expert knowledge.

Tailored strategies for your business: designed to help you with what matters most. Every business is different; we spend time learning before we spend time solving.

Our commitment to excellence and strong focus on integrity sets us apart, ensuring our clients receive the highest service and guidance. Trust us to handle your financial future as we strive to deliver peace of mind and help you achieve your dreams.

Why Choose Us?

  • Leverage decades of industry experience, combined with modern market insights.

  • We value your uniqueness, offering solutions tailor-made to your needs.

  • No jargon, no hidden details. Honest and open communication, always.

  • Our state-of-the-art digital platform offers real-time insights, putting you in control.

I met Josh at a Chamber of Commerce lunch and immediately knew I wanted him to be my financial advisor. As a real estate agent and investor, I appreciate that Josh takes a holistic approach  to managing my portfolio, which includes rental property. Because of his guidance my wife and I are now on a plan to retire earlier than we ever believed possible. Josh listens to our thoughts and ideas and gives us several viable options for investing that we can get comfortable with. I recommend him every chance I get. He has already helped several referrals that I have sent his way.  

- John G

I've known Josh, both professionally and personally, for several years. I transferred my assets under Josh to manage because my previous financial advisor had a, "set it and forget it" mentality. Josh was immediately more engaging and communicated on a regular basis with me. He genuinely cares about his clients and always keeps their best interest at heart. 

- Todd L

The testimonials presented are made by individuals who are clients of The Roche Group and is applicable only to the individuals depicted and may not be representative of the experience of others. The testimonials are not paid nor have the participants received any non-cash compensation and are not indicative of future performance or success.

Contact us.

info@rochewealth.com
(405) 215-9515

13104 North Macarthur Blvd, Suite B
Oklahoma City, OK 73142