We offer comprehensive wealth management through a family office structure, helping clients amplify and simplify their financial lives by bringing together financial planning, investment management, tax, estate, insurance, and more into one integrated offering. We look forward to connecting with you and your family.
Ponca City
Stronger Together
Mercer Advisors understands the importance of joining forces with impressive local advisory firms. Together, we can provide clients with a greater breadth and depth of services and value—and, most importantly, keep our promises to them.
We’ve worked hard to retain some of the best aspects of a local boutique firm: white-glove service that comes from an intimate understanding of our clients’ families, lifestyles, situations, and needs. We combine this with the type of resources, specialized personnel, and risk mitigation of a national firm.
Ponca City Offices Fast Facts & Specialties
- Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others.
- Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions.
- We’re proud that nearly half of our client-facing team firm-wide are women.
Financial Solutions We Offer in Ponca City
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Ponca City community and specializes in areas relevant to local residents.
As a wealth advisor, my main focus is to deeply understand each client’s individual goals and dreams. I prioritize building trust and actively listening to their needs, ensuring I can help them achieve their financial objectives.
In Our Community
From sharing our knowledge to volunteering to improve our neighborhoods, our local team loves to give back to the community.
Ponca City Chamber of Commerce
Mercer Advisors was honored as a Legacy Chamber Member, recognizing 52 years of continued investment with the Ponca City Chamber of Commerce. Julie Brown and Shanon Lee are both graduates of the Leadership Ponca City program and are actively involved with the important work our Chamber does for the community.
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