about us
Helping our clients to live their dreams for 27 years.
Helping our clients to live their dreams for 27 years.
Established in 1985, Mercer Advisors Inc. is a total wealth management firm that provides comprehensive financial planning and investment management, as well as other financial services including proactive tax planning, insurance, retirement plan design and administration. In addition, for dental professionals, Mercer Advisors offers practice consulting and transition services.
Kendrick Mercer, the founder of Mercer Advisors, was dedicated to improving the lives of his clients both professionally and personally. This dedication continues today as Mercer Advisors currently helps more than 3,300 clients to fund their life goals and support their lifestyle throughout retirement.
1 Data as of May 2011
2 Investment News and Forbes rankings for investment management-related information are
for Mercer Global Advisors Inc. Rankings are based on assets under management.
Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Forbes and Investment News rankings are for Mercer Global Advisors Inc.