Your Financial Future, Guided by Trusted Partners.

Schedule a Private 1-Hour Complimentary Consultation

Merit Financial Advisors is proud to partner with Exchange Bank to extend personalized financial planning and investment guidance to the communities Exchange Bank serves. This partnership brings together trusted local banking relationships and comprehensive financial planning to support your goals at every stage of life.

INDIVIDUALS/FAMILIES

  • Wealth management
  • Tax planning strategies
  • Retirement planning
  • Estate planning
  • Asset protection
  • Financial planning
  • Financial education
  • Proprietary investment model

EMPLOYER AND RETIREMENT SERVICES

  • For-Protit Companies Retirement Plans/Programs
  • Non-Profit Organization Retirement Programs
  • Governmental Entities
  • Employee Wellness

 Call to learn more: 405.880.8286

Oklahoma Wealth Management Team

Doug Morris

Doug Morris, CFP®

Regional Director, Partner

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Steve Henderson

Steven A. Henderson, CPA, PFS, CFP®, CKA®

Regional Director, Partner

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Garrett Morris

Garrett Morris, CFP®

Wealth Manager, Partner

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