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
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.”
