Mercer Advisors - Ponca City

Mercer Advisors, based in Ponca City, OK, provides a comprehensive family office service designed to enhance and simplify financial lives for families. Their unified in-house team, consisting of planners, investors, accountants, and estate specialists, collaborates to create and execute personalized financial plans for their clients.

With a focus on tailored, institutional-grade portfolios managed by a professional team of 100 investment experts, Mercer Advisors emphasizes a boutique fiduciary approach that prioritizes clients' best interests. For nearly 40 years, they have built deep, enduring relationships with families, helping them navigate the complexities of financial planning, investment management, and estate strategies.

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