Rodgers Link Financial Partners

Rodgers Link Financial Partners is a financial planner in Bartlesville, Oklahoma, serving individuals, families, and business owners with personalized strategies in retirement planning, estate planning, tax optimization, asset allocation, and goal-based financial planning. The firm emphasizes a fiduciary approach, offering transparent fee structures and no commissions, ensuring advisor incentives are aligned with client success. With a 5.00 rating and a strong reputation based on client reviews, it is recognized for its holistic, dynamic planning that evolves with clients’ changing life goals. The firm serves the Bartlesville area and surrounding communities with a focus on long-term wealth preservation and financial clarity.

The firm is led by Todd Link, a Managing Director and Wealth Advisor with over 20 years of experience in financial services. He specializes in retirement planning, portfolio management, and wealth preservation, guiding clients through complex financial landscapes with a strategic, client-first approach. Rodgers Link Financial Partners leverages a proprietary Intelligent Wealth Platform to deliver continuous tax optimization, automated tax-loss harvesting, and strategic asset location, ensuring portfolios remain efficient and aligned with personal objectives. The firm’s model combines human insight with advanced technology, allowing advisors to focus on nuanced strategy while systems handle precision tasks. Clients benefit from a centralized digital hub that integrates all financial accounts and provides real-time monitoring and dynamic roadmaps.

Located on Delaware Avenue in Bartlesville, the firm sits about 0.1 miles from Earl Sears Park and is within a short walk of the Bartlesville Performing Arts Center, Central Junior High School, and the 66 Sculpture monument. It is also near Southeast Adams Boulevard and Southeast Cherokee Avenue, making it accessible from key local routes.

Though no formal score strengths are listed, the firm’s 5.00 rating and client-focused model reflect a strong reputation for trust, transparency, and personalized service. Its integration of technology and human expertise enables clients to achieve financial clarity and confidence. As a trusted partner in Bartlesville’s financial community, Rodgers Link Financial Partners stands out for turning complex financial planning into a clear, purposeful journey.