Financial Advisors and Wealth Managers in Tulsa, OK
Contact us today to learn more about what our award-winning team can do for you.
Accolades:
Our Tulsa, OK Office
Contact
Phone: 918.627.2500
Fax: 918.627.4450
Location
6140 South 104 East Avenue
Tulsa, OK 74133
Business Hours
Mon - Fri (8:30AM - 4:30PM)
Sat - Sun (Closed)
Our Norman, OK Office
Contact
Phone: 405.329.3192
Fax: 405.329.3158
Location
131 East Main Street
Suite 201
Norman, OK 73069
Business Hours
Mon - Fri (8:30AM - 4:30PM)
Sat - Sun (Closed)
Our Perry, OK Office
Contact
Phone: 580.336.2245
Fax: 580.336.3251
Location
601 Delaware Street
PO Box 266
Perry, OK 73077
Business Hours
Mon - Fri (8:30AM - 4:30PM)
Sat - Sun (Closed)
Our Team
Steven A. Henderson
Regional Director, Partner
Meet Steven >
Steven A. Henderson
CPA, PFS, CFP®, CKA®
Regional Director, Partner
Steve Henderson has over thirty years of experience serving small business owners and individuals as their FA and CPA. He understands that each client is in different stages of life and that everyone's economic and life situation is unique. He's dedicated to learning about each client's goals to help them succeed by providing clarity in all key areas of their wealth care planning.
Steve has lived in the Tulsa area since graduating with High Honors from the UofA in 1978 with a degree in Accounting. Soon after graduating from college, he completed the required exam and became a CPA. Later in his career, he continued his studies in the financial planning field and passed the exams and other requirements for the professional designations of PFS, CFP(R), and CKA.
Steve and his wife enjoy traveling, hiking, and spending time with their grandchildren. Steve enjoys following his favorite professional and college sports teams. He is actively involved with his local church and has volunteered for various other non-profit organizations. He believes that being active and helping others better understand their finances can increase financial security and healthier families, businesses, and communities.
Stephen P. Regouby
Managing Partner
Meet Stephen >
Stephen P. Regouby
CFP®
Managing Partner
Steve is a CERTIFIED FINANCIAL PLANNER™ practitioner and has been serving clients since 1982. His life mission is to help bring more order to the lives of others through careful planning. Steve is a good listener and can sift through market and life complexities to draw out essential information to help others create a practical path for the future. Steve hopes his skills and knowledge help guide his clients and family safely through today’s challenges and presents them empowered for the future.
Steve enjoys spending time with family and friends outside of the office, often boating, swimming, bike riding, and driving fast at Hallett Motor Speedway.
Donna Stanart
Client Service Manager
Douglas R. Morris
Regional Director, Partner
Meet Douglas >
Douglas R. Morris
CFP®
Regional Director, Partner
Doug is a CERTIFIED FINANCIAL PLANNER™ practitioner and has been serving clients since 2001. Upon graduating from Oklahoma State with a double major in accounting and finance, he hit the ground running.
Doug believes that long-term planning success relies heavily on how much the client understands and is comfortable with the plan. Doug enjoys working with clients to help them understand different financial planning strategies. He takes great pride in communicating and explaining complex financial topics so that each unique client can understand.
Outside of the office, Doug enjoys spending time with his family, following his three children’s activities (mainly sports and dance), and coaching little league basketball. His family enjoys visiting the mountains for activities in the snow, and they enjoy spending time on the lake in the summer.
Doane F. Harrison
Wealth Manager
Meet Doane >
Doane F. Harrison
CPA, PFS
Wealth Manager
Doane Harrison received an accounting degree from the University of Oklahoma and an MBA degree from the University of Texas. He served as a US Army Finance Officer in Germany. He's a comprehensive financial planner who provides comprehensive financial services in all ten key areas of wealth care planning, emphasizing tax planning, retirement planning, and investment management for individuals and small businesses with many clients in the health care field. He has been a Certified Public Accountant since 1972, practicing in Norman since 1977, and is also a Personal Financial Specialist. He is the owner of the Norman, OK CPA firm, Harrison Associates, PC, and a member of the American Institute of CPAs and Oklahoma Society of CPAs.
Wendy Gregory
Client Service Manager
Jana Ramsey-Weaver
Wealth Manager
Garrett Morris
Wealth Manager
Meet Garrett >
Garrett Morris
CFP®
Wealth Manager
Garrett Morris is a Wealth Manager with Merit Financial in the Oklahoma region. Garrett is a CERTIFIED FINANCIAL PLANNER™ practitioner and has spent his entire career in the financial industry. Before joining Merit in 2022, Garrett worked in the banking industry for 10 years. He enjoys building lasting relationships with clients while helping them gain confidence in their financial plans for the future.
Garrett was born and raised in Perry, OK. After high school, he received his degree in Economics from Oklahoma State University.
In his spare time, Garrett likes to spend time with his wife and his 3 children. He can often be found coaching his son’s youth basketball and baseball teams or leading worship at his church.
Our Financial Solutions
Financial Planning
We create personalized financial plans that adapt to your life’s twists and turns. By understanding your unique needs, we help you make smart decisions that support your goals now and in the future.
Wealth Management
Our wealth management strategies are all about growing and protecting your assets. We’ll work together to build a plan that makes sense for you, so you can confidently navigate the ups and downs of the market.
Life Transitions
Life is constantly changing, but that doesn't mean your financial goals have to. Whether it’s retirement, divorce, a career change, or widowhood, our team is here, ready to tackle whatever transition you are preparing for or already are experiencing.
Insurance Planning
Life happens—our insurance planning services help protect what matters most. We’ll find the right solutions to safeguard your assets and provide peace of mind for you and your loved ones.
For Businesses
Running your business is both a joy and a challenge that deserves careful planning and guidance. We’ll work closely with you to understand your business’s unique challenges and opportunities and offer customized strategies to address them.
Your Path to
Financial Success
Tailored financial plans that cater to your unique needs and goals
Expert guidance and strategies backed by years of industry experience
Wide range of services, including retirement planning, investment management, and tax planning
Frequently Asked Questions
At Merit Financial Advisors, we specialize in managing complex financial portfolios. Our team of experts uses a comprehensive approach to provide sophisticated solutions tailored to your diverse investment, business, and real estate holdings. We ensure every aspect of your wealth is strategically managed to meet your unique needs.
All of Your Financial Questions, Answered.
Give Us a Call
The Details
Understanding Financial Planning
Financial planning is a comprehensive process that helps set and achieve long-term financial goals. At Merit Financial Advisors, we assess your current financial situation and create tailored strategies for saving, investing, and managing your wealth. Our advisors ensure your plan is aligned with your goals, providing ongoing support and adjustments as needed.
Types of Financial Planning Services We Provide
At Merit Financial Advisors, we offer a comprehensive range of financial planning services designed to meet your unique needs:
- Financial Planning: Comprehensive analysis of your financial health, including budgeting, savings strategies, and debt management to build a strong financial foundation.
- Wealth Management: Personalized investment management to grow and preserve wealth, continuously monitoring and adjusting to optimize performance.
- Estate Planning: Creating wills, trusts, and legal documents to ensure your assets are distributed according to your wishes and minimize tax liabilities.
- Insurance Planning: Identifying and mitigating financial risks with life, disability, and long-term care insurance to protect you and your family.
- Retirement Planning: Setting retirement goals, estimating future expenses, and creating savings plans to ensure a secure and comfortable retirement.
Why You Need a Financial Advisor
- Expertise: Specialized knowledge in financial planning, investment management, and wealth management.
- Customized Plans: Tailored financial plans to meet your specific needs and goals.
- Access to Financial Products: Wide range of financial products and services, including advanced investment strategies and estate planning tools.
- Ongoing Support: Continuous guidance to keep you on track with your financial goals.
- Commitment to Service: Personalized service and continuous support for achieving and maintaining financial success.
Finding the Right Financial Advisor in Tulsa
- Certifications: Look for CERTIFIED FINANCIAL PLANNER® or Chartered Financial Analyst® designations.
- Reviews: Check online reviews and client testimonials.
- Experience and Expertise: Evaluate their background and the services they offer.
- Fiduciary Duty: Required to act in the best interests of clients.
- Transparency and Communication: Clear and honest about fees and services.
- Approach: Understand their strategy for financial planning and investment management.
How Financial Advisors Can Help You Achieve Your Goals
Financial advisors create customized financial plans tailored to your individual needs and goals. They offer ongoing support and guidance, ensuring your plan adapts to life changes and market fluctuations. At Merit Financial Advisors, we provide comprehensive advice and support to help you achieve financial success. Our team makes informed decisions during significant life events and maintains focus on your long-term goals.
Overview of Merit Financial Advisors
Merit Financial Advisors enriches clients' lives with personalized financial planning and wealth management. Our team includes CFP®s and CFA®s who excel in managing complex portfolios, optimizing taxes, and developing estate plans. We provide detailed, tailored plans addressing all aspects of your financial life, ensuring your success with confidence and clarity.
Merit’s Service Areas Outside of Tulsa, OK
Our service areas include:
- Midtown
- Tulsa
- South Tulsa
- Jenks
- Bixby
- Broken Arrow
- Owasso
Achieve Financial Success with Merit Financial Advisors
Merit provides expertise, personalized planning, and ongoing support to achieve your financial goals. Our services in Tulsa and surrounding areas include advanced investment management, tax optimization, and estate planning. Partnering with Merit ensures comprehensive financial solutions tailored to your unique needs, guiding you to long-term success with confidence and clarity.