about us
Helping our clients to live their dreams for 28 years.
Established in 1985, Mercer Advisors Inc. is a 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 best-in-class online business intelligence systems, consulting, workshops and transition services to help a dental practice thrive.
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 3,700 clients to fund their life goals and support their lifestyle throughout retirement.
Quick Facts (as of December 31, 2012):
- More than $4 billion in assets under management
- More than 55 CFP®s, Chartered Financial Analysts®, CPAs, MBAs, attorneys and retirement plan specialists
- National presence with branch offices located in 14 major cities
- One of the largest Registered Investment Advisors and financial planning firms in the U.S. 1
1 Based on discretionary assets under management reported on Form ADV.
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.
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.
