who we are
Bryan baca
founder/PRESIDENT OF ADVANCED FINANCIAL STRATEGIES
Bryan Baca has almost three decades of comprehensive wealth-management experience. He believes financial planning today is a continuously evolving process, and the good news is that you can not only survive, but thrive if you have an updated plan that addresses today’s volatile economic conditions.
His passion is to help clients discover the latest financial strategies to help maximize and protect their retirement nest egg. Bryan believes his clients should have every opportunity to understand the risks, rewards, and implications of investment choices, and that their lifestyle and needs change.
“Financial planning is a continual evolution,” says Bryan, “and we always try to stay ahead of the ever-changing environment. That means having a personal relationship with clients, which involves adjusting plans throughout the years as their needs change.”
Bryan’s experience enables him to offer solid planning advice while putting to work his diverse knowledge of the industry. Bryan has served on many professional boards. He is a fiduciary, so there is no product bias when he recommends appropriate investments for clients.
Bryan and his wife of over 30 years have been blessed with two adult children and one grandchild. He coaches Little League and has served on many community boards in the western Oklahoma area. Bryan enjoys traveling, hunting and fishing, spending time with family and friends, and cooking over the campfire!
Briley baca, CFP®
vice president of advanced financial strategies
Briley Baca is a Certified Financial Planner (CFP®) based in Western Oklahoma. With a deep commitment to helping individuals plan for a tax-efficient retirement, Briley specializes in creating retirement income plans for his clients that factor in investments, social security, inflation, and taxes. His experience has earned him recognition in Kiplinger’s Magazine, as well as appearances on FOX, CBS, ABC, and NBC.
Briley is proud to work alongside his father, Bryan, who founded the family business in 1996. As a mentor and role model, Bryan has been instrumental in shaping Briley’s career, teaching him the value of serving clients with integrity and compassion. Briley’s guiding philosophy, instilled by his father, is simple: to be successful, having a heart to help people is essential. This mindset drives him to provide exceptional service to clients.
When he’s not working, Briley enjoys spending time outdoors, running, hunting, and fishing. He completed his first half marathon in 2024 and has set a personal goal to complete a full marathon. He finds that the discipline and perseverance in running mirrors the approach he takes in financial planning—careful preparation, consistent effort, and a focus on the long-term goal. Above all, Briley treasures time spent with his wife, Kaci, and their daughter, Vivian, who inspire him every day.
Briley’s ultimate goal is to continue growing his family’s business and that every client feels valued and supported in their journey toward a secure financial future.
