Welcome

We are Celadon Companies, a CPA Driven Wealth Management Practice!

Celadon Wealth Management,LLC combined with Celadon Certified Public Accountants, PC provide sophisticated, integrated, and comprehensive financial solutions. We believe in treating every client's unique financial situation with the utmost care, consideration, and professionalism.  We offer a variety of services.

Our wealth management services include:
  • Financial Analysis
  • Financial Goal Setting
  • Financial Plan Design
  • Asset Protection
  • College Planning
  • Retirement Planning
  • Estate Planning
  • Legacy Planning

 


Our accounting services include:

  • Tax Planning
  • Tax Preparation
  • Bookkeeping
  • Estate Planning
  • Intergenerational Planning
  • Family Mediation
  • Payroll Preparation and Reporting For Household Help
  • Family Office (includes bill paying)

 

 Both firms offer:

  • Collaboration in order to help you realize your ultimate financial goals

We first seek to understand the issues before creating a well-thought-out design especially for you. Since we have two firms, we are able to determine the necessary tools and involve other professionals where needed, to execute a plan, then carefully monitor and maintain that plan.  Together, both Celadon companies strive to be your most trusted resources for all things financial. 

 

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Patricia T. Houston, CFP®, CPA/PFS, CDFA

324 S Husband, Stillwater, OK  74074
1803 Oklahoma Avenue, Woodward, OK 73801
Phone:  405-372-1700  Fax:  509-847-6804  Email:  trish@celadonwealthmgmt.com

Securities and Investment Advisory Services offered through NFP Securities, Inc., Member FINRA/SPIC. NFP Securities, Inc. is not affiliated with Celadon Wealth Management, LLC. NFP Securities, Inc. does not provide tax or legal advice.

This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact NFP Securities, Inc. Compliance Department at 512-697-6000.