Kathy Nithman is founder and owner of Nithman Financial Group, a financial planning & investment advisory firm located in Oklahoma City, Oklahoma. Since 1989, Nithman has built her company with an emphasis on helping clients accumulate and preserve wealth by focusing on financial strategies, retirement, asset protection, tax, estate, and college expense planning, for those who desire a better future.
Knowledge is A Priority
With a business degree in finance from the University of Oklahoma, Kathy is a firm believer in the value of ongoing career-related education. Since 1997 she has been a Registered Financial Consultant ® . In 2002, she earned the professional designation of Certified Financial Planner ® practitioner. In June 2008, Kathy completed her year-long study and training to be one of the first candidates to earn the designation of Certified Wealth Strategist ® practitioner through the prestigious Cannon Financial Institute. In 2016, she earned the Certified Retirement Counselor ® designation. This discipline and enthusiasm for the past 27 years, fueled by a passion for helping others continues as a core pursuit for Kathy as she guides others to become financially independent.
Commitment and Dedication to Clients
A dedicated professional since 1989, Kathy speaks with resolution, “In an ever-changing and complex financial environment, we believe it is unlikely that financial freedom will happen without careful planning and decisive action. At our first meeting we become familiar with our client’s unique circumstances. Information is gathered, goals are solidified, portfolios are analyzed, evaluations are made and then a customized financial strategy is created for clients. The firm then implements the strategy, and continues to carefully monitor the progress and making adjustment as deemed necessary to stay on track to assist them in attaining their financial dreams and desires. Objectivity is the key here.
“We are able to evaluate financial situations with the necessary expertise it takes to put together a meaningful plan for our clients. Our company goal is to make Nithman Financial Group the best place to turn when someone wants to prepare for their financial future. Professional excellence is not just a phrase to us, we’re experienced, we’re knowledgeable and we help our clients get focused,” says Nithman. “We strive to provide exceptional financial planning experience for all of our clients by walking with them on their journey to fulfill their dreams. Our team is devoted to supporting individuals in making choices to move towards successfully living the retirement they have envisioned. We work hard to conduct our business with integrity by providing consistent and all-inclusive financial planning today, for tomorrow’s goals.”
Serving The Community
Since 2011, Kathy has been actively involved in the Women’s Interfaith Group that regularly brings women of all different faiths together to promote peace and understanding. She has been an active member of St. Luke’s United Methodist Church since 1998. At St. Luke’s she has served on the Finance Committee, the Management Council, the Lay Care Committee and has served as Treasurer on the Child Care Center Advisory Board. She currently sits on the St. Luke’s committee for Honduras Missions. Kathy is passionate about serving those less fortunate. In addition, she served as the Investment Chair and Board Member of Epworth Villa from 2009 to 2012. Kathy is the past President of The National Association of Women Business Owners, where she served as Director of Corporate Relations and Chair of the 2000 Governor’s Conference. Founding member of the Executive Women’s Forum International from 2000 through 2012. Kathy is a proud native Oklahoman. She loves to travel and learn about other people and cultures. Kathy also enjoys snow skiing and playing on the beach.