Welcome to Our Oklahoma City Office

Experienced Financial Advisors in Oklahoma City

Oklahoma City Hero

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.

David P. Reynolds
David P. Reynolds Signature
David P. Reynolds, CFP®, ChFC®, AAMS® Sr. Director, Market Leader
Oklahoma City
Carl Larimore
Carl Larimore Signature
Carl Larimore, MS, MBA, AEP, CFP® Sr. Wealth Advisor, Sr. Director
Oklahoma City
Ready to get in touch? My team and I are here to help.
John Mazzei
John Mazzei, CFP® Regional Vice President
Oklahoma City

Oklahoma City

124 NW Tenth St.
Oklahoma City, OK 73103

Phone: 405.286.2100

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 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.

Meet Our Talented Advisors

Our team is deeply embedded in the Oklahoma City community and specializes in areas relevant to local residents.

Ready to get in touch?
My team and I are here to help.

Regional Vice President, Oklahoma City