When it comes to the health of your practice and your financial future, you deserve the best partners working with you. That’s why we give you direct access to nearly 300 members of the Mercer Advisors team—expert financial planners, MBAs, attorneys, practice consultants, valuation specialists and financial analysts—all working together to help you achieve your personal and professional success.

We work strictly on a fee-for-service basis, meaning we don’t sell investment products or receive any form of commission. This objective approach keeps your best interests at the forefront of every recommendation—just one of the reasons we’re endorsed by 14 dental and medical associations across the country.

Mercer Advisors manages more than $2 billion in assets, giving you confidence that you’re in the good hands of an industry leader¹. We provide a long-term investment strategies firmly based on academic studies that identify the location of risk and return in capital markets. And we invest in institutional-grade asset class funds and managed accounts that are scientifically designed to produce consistently better results with fewer costs. Institutional funds serve a more stable class of investors; they have first access to breakthrough investment research, greater trading power in the market, and lower fees.