Holistic financial services firm Wymer Brownlee Wealth Strategies is celebrating 50 years of business this month.
The firm was founded in Fairview and is headquartered in Enid. During the last five decades, the firm’s grown from a home-based tax and accounting business to the existing multi-location wealth strategy firm, whose advisers represent the largest independent affiliate of HD Vest Financial Services, according to the company.
A 50th anniversary celebration is planned to be at the firm’s headquarters in downtown Enid on Tuesday.
“Our founder, Deane Wymer, built this company by putting relationships before business, being meticulous in his work and maintaining an unmatched work ethic,” said Kyle Brownlee, chief executive officer of Wymer Brownlee Wealth Strategies. “The people of northwest Oklahoma embraced our firm from the beginning, and as the complexity of their needs grew, we evolved our services to deliver more strategic advice that encompasses the complete picture of a client’s financial life.”
The company spent about 30 years as a tax and accounting firm before Wymer Brownlee added investment management services. Since, the company’s emphasis “shifted to focus on holistic financial planning and incorporate all aspects of clients’ finances,” according to the company.
For business services include managing bookkeeping and payroll, consulting on human resources, information technology and marketing. Family services comprise of everything from cash flow and debt management to insurance policies, state planning and creating roadmaps to financial independence.
“Our goal is to help clients identify and maximize all advantages available to them, so they can use financial resources to support their core values,” said Stephen O’Neill, the company’s senior wealth adviser. “Financial planning is about much more than being ready for retirement. It’s about managing finances in a way that enables you to enjoy life today, too — by traveling, giving generously to others or simply spending more time with loved ones.”
The company opened in Fairview in 1969 and opened headquarters in Enid in the early 2000s. Several years later, two firms were acquired and presence established in Oklahoma City, Tulsa and Bartlesville. Now, Wymer Brownlee operates in five offices around the state, employs more than 50 people and manages about $600 million in client assets.
For more information about the company, visit wymerbrownlee.com.
Story provided by Enid News & Eagle