about us
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.
Quick Facts1:
- More than $3.9 billion in assets under management
- Over 150 employees including Certified Financial Planners™, CPAs, MBAs, attorneys, retirement plan specialists, practice consultants and transition specialists
- National presence with branch offices located in eleven major cities
- Ranked by Investment News2 as one of the top five financial planning firms in the U.S.
- Ranked by Investment News2 and Forbes2 as one of the largest fee-only Registered Investment Advisors in the U.S.
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.
