We’re proud to serve individuals and families across the greater Oklahoma City area and beyond with comprehensive wealth management custom-tailored to your unique financial goals. Whether you’re planning for retirement, managing your estate, ensuring financial security for your family, or navigating a major life transition, our team combines local expertise with the strength of a national firm to guide your financial journey.
We offer comprehensive wealth management through a family office-like 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.
Oklahoma City
Oklahoma City
Oklahoma City
Oklahoma City
Oklahoma 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.
Oklahoma City Offices Fast Facts & Specialties
- Specialized solutions: You’ll have access to financial guidance for important areas of your life, including wealth and asset integration, investment management, financial planning, and estate plan consulting.
- Trusted and experienced: Serving 600+ clients with $2+ billion in assets under management.
- Independence planning: We are committed to getting clients to a point where their accumulated wealth and assets free them from financial worries.
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Oklahoma City community and specializes in areas relevant to local residents.
Full Sail seeks to enhance net returns for clients by keeping costs low, minimizing taxes, and using an evidence-based investment approach. Mercer Advisors shares these values. When we considered merging our firms, it felt like a continuation of what we already believed in.
We have always strived to provide higher-value services to our clients, including tax planning and estate plan consulting. By joining Mercer Advisors, we’re able to continue delivering that same level of personalized support and commitment, now enhanced by the strength of a nationally backed, full-service family office platform.
Mercer Advisors shares our fiduciary-first mindset and brings the robust platform, scale, and in-house expertise that will help take our client experience to the next level. We look forward to providing even greater value to our clients and helping them grow their wealth for generations to come.
In Our Community
From sharing our knowledge to volunteering to improve our neighborhoods, our local team loves to give back to the community.
EO Oklahoma City
Members of our team contributed insights on mergers and acquisitions in a discussion with business leaders and a panel of community leaders.
gener8tor Oklahoma City
As program partners with gener8tor Oklahoma City, we provided a 6-week meeting space where the next generation of entrepreneurs learned about venture funding and business growth.
Post-Tax Season Shred Event
Protecting sensitive information is a vital part of safeguarding your financial future. Our annual shred event provides a safe way to dispose of documents after tax season.
Oklahoma City Thunder Celebration
When the Oklahoma City Thunder brought home their first NBA title, members of our team joined Midtown in celebration. Pictured: Tyler Grubbs, Sam Warner, Austin Burks, Blake Casper, Katherine Vanlandingham, Scott Cravens, and Zac Reynolds.
Full Sail Capital is a tradename. All services are provided by Full Sail Capital investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Full Sail Capital.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice is provided through select third parties unaffiliated with Mercer Advisors. Global Advisors has a related insurance agency. Mercer Advisors Insurance Services, LLC (MAIS) is a wholly owned subsidiary of Mercer Advisors Inc. MAIS provides individual life, disability, long term care coverage, and property and casualty coverage through various insurance companies. Tax preparation and tax filing services generally require a separate fee from our investment management and planning services.
