Wymer Brownlee Wealth Strategies Revenue and Competitors

Wymer Brownlee Wealth Strategies is an integrated financial services firm with in-house wealth management, tax preparation, accounting and business consulting. We help families, individuals and businesses develop and follow through on clear, purposeful plans to achieve their goals – financial or otherwise. As an independent firm, we’re not driven by sales quotas or commissions; our financial plans are tailored to each client’s unique needs. With humble roots as a tax and accounting firm, Wymer Brownlee was founded in Fairview, Oklahoma in 1969. After years of operating out of a converted garage, we expanded into Enid before taking on Bartlesville, Tulsa, Oklahoma City, Perry and Ponca City. Now with a holistic service offering, seven offices and more than 50 employees across the state, we’re no stranger to hard work. We believe our business is not about the money. It’s about helping clients build richer lives by accumulating the assets that truly hold value – purpose, relationships and life experiences. It’s our “why” to help you find yours. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC (www.finra.org, www.sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency. Please visit www.avantaxwealthmanagement.com/social_policy for more information.