Find a local advisor                
 
If you are like most people, you may have procrastinated on truly planning your financial future. Now you need a plan that not only helps you get your finances together, it supercharges your returns. Mercer Advisors’ investment management, coupled with our hands-on personal finance and business planning, delivers the supercharged results you need to jump start your economic freedom.

Investment Management

Scientifically Proven Strategies

Intelligent Tax Management

Retirement Plans for a Long, Active Life

Certified Financial Planners, attorneys, CPAs, investment advisors and more... Mercer Advisors brings all of the trusted advisors you will need, together on the same page so you can take care of your investment management, retirement planning, estate planning, insurance and asset protection needs... all in one stop, saving you money and eliminating the frustration and costly errors of managing many advisors from many different companies.

Our Advisors

Scott A. Delaune, MBA, ASA

Tricia A. Fahnoe, MBA, CFP, MS

Ron Kibbe, CFP, CLU

Mercer Advisors is proud to continually assist dentists in this ever-changing field through our practice management and strategic business planning continuing education courses. We'll help you reap the incredible rewards unique to being a dentist.

Our Events

GPS for Success: Growth and Planning Strategies to Improve Your Practice

Transitions

Leadership, Growth and Team Building

Achieving Economic Freedom Today and Tomorrow

"I just looked at my numbers today and my practice is blowing away the goals in my 360° Business Plan! My hourly goal when we started 360° Planning® was $381 an hour and I’ve now averaged about $465 an hour for the last 4 months! My production is up approximately $22,000 per month over my baseline and I already need to add hygiene and an associate! I can’t tell you enough how much I appreciate 360° Planning and the incredible results I’ve gotten in such a short amount of time!"- Dr. James Volker - 360° Planning Client

What your colleagues are saying about us.

View Testimonals

Welcome to 360º Planning®, a revolutionary and comprehensive approach to supporting dentists in optimizing their professional and personal lives through both their practice and their finances. All from one of the most recognized and respected names in the dental practice management services industry – Mercer Advisors.

360° Planning® Components

Business Planning

Financial Planning

Ontrack® Software

If you want total clarity on how every area of your practice is performing relative to your goals and expectations, then look no further. With up to 325 key performance indicators at your fingertips in real time, no other dental practice performance management software comes close. As part of our 360° Planning Service, OnTrack delivers it all... 24 hours a day. 7 days a week.

OnTrack® Software

OnTrack® Video

Request a free DVD

This complimentary continuing education workshop, Achieving Economic Freedom Today and Tomorrow, will help you manage both your practice and finances to live the lifestyle you desire today and to save for a comfortable retirement tomorrow.

92% of dentists are not saving enough to retire in the lifestyle they desire

October 1–3, 2010
Dana Point, California
Laguna Cliffs Marriott Resort & Spa
877.319.7711

20 CE Credits
Tuition Free


Click here to register

Click here to learn more



Townie Choice Awards

Workshops & Seminars







1st Annual Client Appreciation Event


Click here to view the 2010 client appreciation photo album



At Mercer Advisors we believe that community and camaraderie are essential components to living rewarding and fulfilled lives. We held our first 360º Planning® Convention in Cabo San Lucas at the spectacular new beachfront resort “Barceló Los Cabos Palace Deluxe”. Barceló is an amazing property and the amenities are first class. Our aim in hosting this event was simply to bring us all together in one beautiful location, learn a few things while we’re there, and have a great time! Needless to say, it was an absolute blast.

If you were unable to attend the event this year, don’t despair! Our second annual Client Appreciation Celebration is in the works for next year, and those that attended this year will be voting on the location.

I want to thank each of you for your trust and confidence in undertaking this journey with us and I want you to know how committed we are to your success.

Dave Barton
David Barton
President and Chief Executive Officer






.