About Deep Fork

Deep Fork is an investment advisor that is committed to providing opportunities for sustainable growth and financial success. Our mission is to create value for our investors through strategic and responsible investing.

Our Expertise

At Deep Fork, LLC, our objective is to allocate client capital with discipline, prudence, and a long-term orientation. As an independent firm, we are not influenced by short-term market narratives or prevailing sentiment. We recognize that broader markets often overreact—amplifying optimism during favorable developments and abandoning fundamentally sound companies amid temporary setbacks. Our approach is designed to avoid that behavioral noise.

Our Philosophy

We are fiduciaries who place the interests of our clients before those of ourselves.

"We simply attempt to be fearful when others are greedy and greedy when others are fearful." -Warren Buffett

Our Committment to Results

Our personal investments align closely with what we invest with our clients. At the same time, we evaluate suitability at the individual level—recognizing that investment allocations must reflect each client’s objectives, risk tolerance, liquidity needs, and tax considerations. Even within a single client relationship, distinct accounts may warrant differentiated strategies based on varying goals or tax treatment.

Our Experience

We do not employ standardized, one-size-fits-all model portfolios. Instead, we take a tailored, craftsmanship-driven approach to portfolio construction, selecting each security through rigorous analysis and thoughtful consideration.

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Who We Serve

Deep Fork, LLC seeks to manage money for clients who are high-integrity, compassionate, salt-of-the-earth people who value thoughtful, long-term decision-making. They tend to be level-headed investors who see their wealth not just as something to grow, but as something to steward responsibly. These are individuals and families who care about doing the right thing, staying grounded, and making decisions that reflect both prudence and purpose.

The Framework: Clients have their own accounts at Charles Schwab. We have investment management discretion over those accounts. We charge a straight 1% fee based on the value of the accounts, and charge quarterly to manage those accounts. To make it worthwhile to both parties, we prefer to work with clients with at least $1M of investable assets for us to manage.

We invest on a strict fundamental basis, while combining psychology into our investment strategy. If this reflects your values, we’d love to hear from you today!

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Meet the Team

At Deep Fork, our team is comprised of experienced professionals with a passion for investment and finance. We are dedicated to delivering exceptional results and building long-term partnerships with our clients.

Founder & Investment Manager

Dan Myers, CFA®, CFP®

A fourth-generation Oklahoman, Dan earned his bachelor’s degree in history from Oklahoma State University and a master’s degree in business administration from Oklahoma City University. He has also completed all PhD coursework in financial planning at Texas Tech University. Dan is a Chartered Financial Analyst® (CFA®) charterholder and a CERTIFIED FINANCIAL PLANNER™ professional.

His experience spans more than two decades in the investment industry, where he has worked with high-net-worth clients, managing investment strategies, and navigating complex financial decisions with clarity and discipline.

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Advisor Assistant

Lauren Arnold

Lauren has over a decade of experience supporting top executive leaders across Oklahoma, Lauren brings a combination of discretion, precision, and proactive thinking to every role she takes on. She is known for anticipating needs before they arise, solving problems quietly and effectively, and keeping organizations running at their best.

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Financial Planning Associate

Genie Myers

Genie joined the Deep Fork team as a Financial Planning Associate, supporting clients across a range of planning needs including trusts, probate, estate planning, and administration. In her role, she helps maintain client documentation, responds to client inquiries, and collaborates with advisors to develop thoughtful financial plans and deliver a high level of service.

Prior to joining Deep Fork, Genie spent two years with Argent Trust in Oklahoma, where she supported both a Trust Officer and Financial Planner, gaining valuable experience in trust and wealth planning. She has passed the CFP® exam and is currently completing the experience requirement toward full CFP® certification.

Investment Committee Member

Shaun Pfeiffer, Ph.D., CFP®

Shaun is an associate professor of finance and personal financial planning in the Department of Business, Economics and Communication at Pennsylvania Western University. He has a Ph.D. in Personal Financial Planning and a Master's in Finance from Texas Tech University. He teaches various finance courses including investments, financial modeling and analysis, and financial management.

This role is structured as a non-employee, informal advisory capacity, limited exclusively to providing investment-related consultation. Shaun does not have access to client accounts, confidential records, or proprietary information, and does not serve in any access or supervisory capacity.

Our
Institutional Partners

Savvy Wealth

Savvy’s mission is to redefine the future of wealth management by giving independent advisors the tools to build stronger, smarter businesses. They believe the best technology doesn’t replace the human connection, it amplifies it. Every product they build, every service they design, is focused on freeing advisors to spend more time where it matters most: with their clients. They were founded in 2021, registered as an investment advisor with the SEC. Clients work directly with a dedicated fiduciary advisor who designs a tailored plan covering investment management, retirement planning, tax strategies, estate and trust planning, and cash-flow optimization. Savvy Wealth partners with Charles Schwab as its primary custodian.

Schwab Advisors Services

Charles Schwab's mission is "To champion every client's goals with passion and integrity, empowering them to take ownership of their financial future at every income level and life stage." The company is dedicated to helping individuals take ownership of their financial futures through a client-centric, service-oriented approach. Their core purpose is to make investing more accessible for everyone. Founded in 1971, making them over 50 years old. Charles Schwab famously cut trade commissions when competitors were raising theirs, establishing one of the first discount brokerages in the country.

Value Line Investment

Value Line’s mission is to provide investors with the most accurate, independent, and thorough research, data, and analytical tools available to help them make informed, confident investment decisions and meet their financial objectives. Founded on integrity and objectivity, they aim to educate investors and promote disciplined, long-term portfolio strategies. "Smart Research. Smart Investing." Value Line was built upon its founder's passion for discipline and objectivity as applied to the basic analysis of a company's financial statements. The core belief is that sound investing should be driven by data and reason, not emotion. Founded in 1931 by Arnold Bernhard.

Warren Buffett himself highly praised Value Lines Investment Survey, once calling it “the only investment research service he subscribed to”, also calling it “incredible value”. Peter Lynch has also referred to it as “the best next thing to having your own private securities Analyst.”