Financial Advisors in Bartlesville
Our office together with the entire Mercer Advisors team bring CERTIFIED FINANCIAL PLANNER™ professionals, investment strategists, CPAs, and estate planning attorneys all under one roof to help you achieve your goals.
122 SW Frank Phillips Boulevard
Suite C
Bartlesville, Oklahoma 74003
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About Us
Mercer Advisors has over 35 years of experience in financial planning and wealth management services, spanning investment management, retirement planning, estate planning, corporate trusts, tax planning and preparation, and more. We’ll match you with a financial advisor in Ann Arbor that best fits your needs. Our wealth advisors will take the time to fully understand your financial situation and goals and guide you on the path to grow your wealth, attain Economic Freedom™, and succeed in your life journey.
Financial Management to Help Maximize Wealth
Our Bartlesville financial advisors specialize in helping individuals, families, foundations, endowments, and businesses with comprehensive wealth management services including:
- Retirement planning
- Trusts and estate planning
- Tax planning and return filing
- Insurance analysis
- Long term care / Medicare planning
- Company retirement plans
- Social security optimization
- Tax efficient investing
- Socially responsible investments
- Foundations & non-profits
- Donor advised funds & charitable trusts
- Education / college planning
- Cash flow / budget optimization
Meet Your Bartlesville Team
Susan Travis
Managing Director
Todd LaLuzerne
Regional Vice President
Geoff Nelson
Regional Vice President
Laura Thompson
Senior Regional Sales Associate, Manager
Carl Larimore
Sr. Wealth Advisor, Director
Patrick T. Moore
Wealth Advisor
Charlene Jones
Client Service Specialist
Nicole Mosley
Financial Planner