Financial Advisors in Oklahoma

Tulsa, OK

6140 South 104 East Avenue
Tulsa, OK 74133
Phone: 918.627.2500
Fax: 918.627.4450
 

Norman Office

131 East Main Street
Suite 201
Norman, OK 73069
Phone: 405.329.3192
Fax: 405.329.3158

Perry Office

601 Delaware Street
PO Box 266
Perry, OK 73077
Phone: 580.336.2245
Fax: 580.336.3251

Financial Services Offered in Oklahoma

At Merit Financial Advisors in Oklahoma we offer a comprehensive suite of financial services designed to cater to your evolving needs. Our team of professionals is committed to providing personalized solutions that align with your long-term goals and aspirations. Whether you're seeking wealth management, investment strategies, retirement planning, tax strategies, financial or estate planning, we have decades of experience and resources to guide you and your loved ones every step of the way. With a client-centric approach and a deep understanding of the financial landscape, we deliver tailored strategies and insights to help you navigate the complexities of today's market. Experience the Merit way and embark on a journey toward financial success and confidence. Let’s build your tomorrow, together.

  • Financial Planning
    • Wealth Enhancement
    • Wealth Transfer
    • Estate Planning
    • Estate Administration
      • Tax planning/strategies
      • Retirement Planning
    • Life Transitions
    • Charitable Giving
  • Risk Management
    • Wealth Protection
    • Insurance gap analysis
  • Investment Management
    • Portfolio Performance Analysis
    • Risk tolerance
    • Asset Allocation
    • Withdrawal Strategies
    • Concentrated stock divestiture strategies
    • Comprehensive investment analysis
  • Concierge Services which Include:
    • Coordination with Other Professionals
    • Proactive Family Meetings

Our Team

Jana Ramsey-Weaver

Jana Ramsey-Weaver

Wealth Manager

Garrett Morris

Garrett Morris

Wealth Manager

Donna Stanart

Donna Stanart

Client Service Manager

Wendy Gregory

Wendy Gregory

Client Service Manager

Ready to discuss your financial future?

Schedule a free consultation with one of our Wealth Managers today.