who we are

Bryan baca


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

As the vice president of Advanced Financial Strategies, Briley helps provide clients with a 360-degree view of the current economic climate. Briley holds a Series 65 (Uniform Investment Adviser Law) and is an Investment Advisor Representative with Royal Fund Management LLC. By being a fiduciary, he is able to choose from some of the best investment portfolios, managers and products to help his clients achieve their financial goals and shape their legacy for generations to come.

Briley is devoted to helping retirees and those about to retire protect their money and ensure it lasts as long as they do. He focuses on safe-money investing and helps individuals mitigate risks, and he enjoys answering client questions to help them avoid common financial pitfalls.

“Financial planning is a very pivotal part of retirement,” said Briley. “People don’t plan to fail, they fail to plan. My job is to do my best to ensure that never happens to our clients.”

When Briley is not working, he enjoys hunting, fishing, and spending time with his wife and family. Someday, Briley would like to go bow hunting in the Rocky Mountains for a trophy bull elk.