360° Planning
A total wealth management solution for dentists.
Mercer Advisors' 360° Planning® provides a total wealth management solution for dental practice owners. It is designed to capitalize on your current income and savings, as well as to expand your practice in order to create additional wealth opportunities. Each element builds upon the others, creating synergies intended to optimize your life.
Comprehensive life planning
We begin with Economic Freedom® Planning. Together, we develop a 'life plan' — integrating your personal life, your finances and your practice economics — to offer you the greatest opportunity for personal fulfillment and financial success today and throughout your retirement.
Maximizing practice production
Our evidence-based practice management systems and strategies help you to develop and grow your practice. Our Certified Practice Consultants build a business plan that creates incremental wealth by growing your revenue and increasing your profit margin. We help to create abundance within your practice, allowing you to generate the wealth your life plan requires.
Building and preserving savings
The Mercer Advisors Investment Portfolios have achieved more than 25 years of proven success stories. We have developed a systematic approach that combines award-winning, academically validated strategies designed to increase return, reduce risk and limit tax exposure within your portfolio. Our portfolios have consistently performed over time, including during some of the worst economic times seen in decades.
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.
