Mercer Advisors is proud to call Oklahoma home.
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.
Meet the Oklahoma Team
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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 Offices Fast Facts & Specialties
- Service over sales: Your advisors will be focused on you, not on finding new clients. (We have a separate team for that.)
- Institutional-grade investing: Our approach is modeled after the best practices of the world’s largest institutional investors, including a science-based approach and access to private markets for those who qualify.
- Specialty services: You’ll have access to financial guidance for all the important areas of your life, including retirement, family and health, profession and work, unique assets, and more.
Financial Solutions We Offer in Oklahoma
Deep Experience Working With…
Concentrated Stock
At Mercer Advisors, we help Oklahoma clients manage concentration with a financial plan that focuses on unlocking liquidity, reducing risk, and preserving long-term wealth.
Divorcing & Divorced
We provide Oklahoma residents with compassionate, personalized financial guidance throughout your divorce, empowering you to embrace the opportunities ahead. Learn more about how we can help.
Generational Wealth
Managing wealth across generations isn’t just about protecting assets—it’s about safeguarding your legacy. We collaborate with Oklahoma families like yours to craft tailored plans that help to ensure long-term financial continuity.
Inherited Wealth
Your inheritance marks a beginning and an end. Learn more about how we approach this delicate situation for Oklahoma residents and help ensure your new wealth is protected, optimized, and meets your long-term goals.
IPOs & Liquidity Events
Whether you’re holding RSUs, ISOs, NSOs, or ESPP shares, the decisions you make now may shape your financial future. Learn how we can help demystify the process for you and help avoid a hefty tax bill.
Retirement Planning
Retirement planning is a vital aspect of financial wellness that transcends age, income level, or career stage. See how we can help Oklahoma residents design retirement plans that help them achieve their financial goals.
Special Needs
Caring for a loved one with disabilities brings unique responsibilities, and planning ahead is one of the most important things you can do. We’ll help you prioritize what matters most, understand what can wait, and build a plan that gives you confidence.
Women & Wealth
We’re fiercely committed to amplifying women’s financial confidence. Learn how we’re leading the charge to create better financial outcomes for women in Oklahoma.
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Oklahoma 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.
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.
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.
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