What departments does Forge Financial have?

Forge Financial has employees across 3 departments including Entrepreneurship, Finance, Consultant.

What is the largest department at Forge Financial?

The largest department at Forge Financial is Finance with 2 employees.

Where are Forge Financial employees located globally?

Forge Financial has employees across 2 continents and 3 countries including United States Of America, Canada, Australia.

How has Forge Financial's team size changed over time?

Forge Financial's team has grown from approximately 21 to 28 employees based on available data.

Forge Financial Employee Directory

Financial ServicesOklahoma, United States11-50 Employees

Forge Financial is a financial services firm based in Edmond, Oklahoma, focused on retirement planning and investment guidance. The company emphasizes building personal relationships with clients and aims to educate them about financial concepts using principles aligned with faith-based values and Dave Ramsey’s investing philosophy, to help clients understand and feel confident in their planning. Serving individuals seeking guidance for retirement, Forge Financial positions itself as a provider of highly personalized service with clear communication and accessible, down-to-earth advising. The firm states a commitment to helping clients maintain focus on their goals and the journey required to reach them, supported by a team of advisors described as caring. Forge Financial operates within the financial services industry and places importance on education and client empowerment in its approach to retirement planning.

Forge Financial Global Highlights

North America
31

United States Of America
29
Canada
2

Oceania
1

Australia
1

Forge Financial's Leadership

G. S.
Owner
Mobile Phone
Email
L. O.
Director
Mobile Phone
Email
K. P.
Personal Financial Advisor
Mobile Phone
Email
D. B.
Financial Consultant
Mobile Phone
Email
J. R.
Investment Advisor
Mobile Phone
Email
T. S.
Lpl Financial Advisor And Dave Ramsey Smartvestor Pro At
Mobile Phone
Email

Forge Financial Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Business
Community & Social Services
Legal
Other

Contact profiles from Forge Financial

Name

Title

Contact

Location

Last Update

G. S.
Owner
Mobile Phone
Email
CanadaOntario
Oct 16, 2024
L. O.
Director
Mobile Phone
Email
AustraliaSouth Australia
Aug 02, 2024
K. P.
Personal Financial Advisor
Mobile Phone
Email
Canada
Jun 30, 2026
D. B.
Financial Consultant
Mobile Phone
Email
Oct 22, 2024
J. R.
Investment Advisor
Mobile Phone
Email
Mar 05, 2024
T. S.
Lpl Financial Advisor And Dave Ramsey Smartvestor Pro At
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Forge Financial known for?

Forge Financial was founded in 2003 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-918-592-****

. Explore Forge Financial's company overview page for more information.

What is Forge Financial's most common email format?

Forge Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Forge Financial email formats with LeadIQ.

How many employees does Forge Financial have currently?

Forge Financial has approximately 21 employees as of July 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are Forge Financial's key employees and leadership?

As of July 2026, Forge Financial's key employees include:

Owner: G. S.
Director: L. O.
Personal Financial Advisor: K. P.
Financial Consultant: D. B.
Investment Advisor: J. R.

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Forge Financial Employee Directory

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