RETURNS BEYOND INVESTMENTS
ABOUT US
Our firm is a fiduciary that implements solutions, not products. We do not sell products or earn commissions from any recommendations we make for our clients. Our client-focused approach provides the depth and transparency that you deserve.
1522 Financial was founded on the principle of delivering thorough, straightforward financial planning using technology to achieve high-quality results at a reasonable cost. The client and their goals are at the center of our approach. We are on a mission to change how individuals work with their financial advisors by providing clients with complete wealth management support through a tailored personal approach.
WE ARE MORE THAN A FINANCIAL ADVISOR.
After over a decade in financial services, I realized the traditional high-volume advisor model didn’t make sense for me or my clients. Most firms prioritize their growth over truly serving clients' personal needs, and I wanted to change that.
I left my role as Chief Investment Officer of a large Firm to create a firm focused on client attention, responsiveness and care. At 1522 Financial, as a fee-only fiduciary, we prioritize our client’s best interests by keeping our client count manageable and avoiding high-cost commissioned products.
Financial planning is more than money. It’s about people’s lives and futures. I’ve supported clients through significant life events like marriage, illness, birth of their first child, or divorce. Our clients are family, and we are committed to guiding them through both good and challenging times. Many clients hire us because they’re overwhelmed by managing their finances. We help them focus on what matters most by handling the financial details, allowing them peace of mind.
My wife, Cassie, and I run 1522 Financial together. We are passionate about getting to know our clients and watching them thrive.
OUR STORY
OUR TEAM
Philip Mock, CFA, CFP®
Prior to forming 1522 Financial, Philip was Chief Investment Officer of an independent Trust Company in Oklahoma. Philip holds the Chartered Financial Analyst designation and is a CERTIFIED FINANCIAL PLANNER professional. He also holds an undergraduate and Master’s degree in accounting from Oklahoma State University (go Pokes!) and serves on the OSU School of Accounting Advisory Board. In his spare time, he enjoys spending time with his wife, Cassie, enjoying ice cream with his two children, spending time on the golf course and playing guitar.
MANAGING PARTNER
Cassie Mock, J.D.
Cassie holds a bachelor’s degree from Fort Hays State University and a Juris Doctor from The University of Tulsa College of Law. Cassie started her career in civil litigation where she focused on complex litigation matters for a large hospital system. Cassie’s legal background is a valuable asset to the firm in navigating the numerous regulations that govern registered investment advisors. In her spare time, she enjoys spending time with her family, gardening, serving her local church, and supporting her children’s school community.
PARTNER
Brittney Adkisson
Brittney has over 14 years of experience in the financial industry and has spent the last decade providing her expertise and knowledge to high-net-worth individuals. She came to 1522 Financial after working as an Assistant Vice President in the Corporate Division of an independent Trust Company in Oklahoma. She has worked in several capacities, including administrative functions and employee relations. She is committed to ensuring a high-level client experience. When Brittney is not at work, she's enjoying time with her husband and two daughters. She enjoys gardening with her girls, traveling, and serving at her church. She currently serves as Vice President of the Parent Teacher Organization, where her children attend school. She is a past member of Tulsa CASA (Court-Appointed Special Advocates) where she served on the Safe Babies Court Team.