Wymer Brownlee Wealth Strategies Email Format
Financial ServicesOklahoma, United States51-200 Employees
Wymer Brownlee Wealth Strategies is an integrated financial services firm that combines in-house wealth management with tax preparation, accounting, and business consulting. It serves families, individuals, and businesses by helping them develop and carry out clear, purposeful plans to achieve financial and other goals. As an independent firm, it emphasizes tailored plans rather than sales quotas or commissions. The firm traces its roots to a tax and accounting practice founded in Fairview, Oklahoma in 1969 and expanded over time to Enid, Bartlesville, Tulsa, and Oklahoma City. It now operates from Edmond, Oklahoma, with seven offices and more than fifty employees across the state. Securities are offered through Cetera Wealth Services LLC, member FINRA/SIPC, and advisory services through Cetera Investment Advisers LLC; Cetera is under separate ownership from Wymer Brownlee.