Frank Muller

🗞️ Mercer Advisors has announced the acquisition of Full Sail Capital, an Oklahoma City-based wealth management firm serving high-net-worth and multigenerational families. Managing $2 billion in client assets, Full Sail marks Mercer Advisors’ second acquisition in Oklahoma and expands its presence in Texas and Oklahoma to more than $7 billion in client AUM. Led by David T. Stanley, CTFA, founder and CEO; Scott Cravens, J.D., founder and COO; and Zac Reynolds, CFA, founder and CIO, Full Sail aligns with Mercer Advisors' fiduciary-first approach to wealth management. The firm’s highly personalized service model is anchored in five core offerings: financial planning, wealth and asset integration, investment management, estate plan consulting and family office services. By joining Mercer Advisors, Full Sail gains access to enterprise infrastructure, a fully integrated technology platform, expanded talent resources and institutional-grade custom portfolios—all while continuing to serve clients with the same bespoke service that defines their firm. “We connected immediately with the Full Sail team on our shared commitment to a client-first and team-oriented culture. We also share excitement about serving more families in Oklahoma and helping them discover the benefits of working with a fiduciary that can provide financial planning, investments, estate, tax, and more all through one integrated team. As we welcome Full Sail into our partnership, we’re looking forward to supporting David, Zac, Scott and their team to honor the promises they have made to their clients and achieve their growth goals.” - Dave Welling, CEO #news #financialadvisors #wealthmanagement https://lnkd.in/gWeqpJ_Y

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Day in the life: Part 8! What’s Happening in the Markets Right Now? #financialplanner #feeonlyadvisor #finance #networking #financialplanning Disclosure: Wealth and Plan is a Registered Investment Adviser in the state of Texas. Advisory services are only offerred to clients or prospective clients where Wealth and Plan and its representatives are properly registered or exempt from registration. This video is for informational purposes only and does not constitute individualized advice or a guarantee that you will achieve a desired result. You should consult with appropriate tax and/or financial advisors for advice specific to your situation. All expressions of opinion reflect the judgment of the host/interviewee on the date of the program and are subject to change. The information presented on this post is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Comments should not be construed as an offer to buy or sell, or a solicitation of an offer to buy or sell the investments mentioned. A professional adviser should be consulted before implementing any of the strategies discussed. Investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s portfolio. All investment strategies can result in profit or loss.

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High-asset divorce often involves business interests, multiple properties, executive compensation, or complex investment portfolios. These cases demand more than surface-level analysis. We focus on protecting long-term financial stability, understanding how assets are classified under Texas law, and anticipating how today's decisions affect tomorrow's outcomes. This is where strategy matters most. https://lnkd.in/gHBnZPzz #HighAssetDivorce #AustinDivorceLawyer #ComplexFamilyLaw #TexasDivorce

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Save Advisors, a Houston-based subsidiary of markets-based savings firm Save, has introduced an FDIC-backed savings option that registered investment advisors can offer clients interested in drawing yields from the markets instead of interest rates on held-away cash.

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