A Family Office for Your Family
We’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.
A unified in-house team
of advisors, planners, investors, accountants, and estate strategists that designs – and executes – your financial plan
A hand-picked advisor
who is focused on serving you, not on finding new clients
An institutional-grade portfolio
personalized to you and managed by a team of 100+ investment professionals, not just one advisor
An independent, national fiduciary
legally obligated to always act in your best interest
For nearly 40 years, Mercer Advisors has been trusted to help families amplify and simplify their financial lives.
Insights and Media
Will Your Monthly Medicare Premiums Rise in 2025? It Depends on Your Income
November 13, 2024
Meet Our Advisory Team
Our advisors, specialists, and client support staff are here for one reason: to work as an integrated team to serve you.
Susan Travis
Managing Director
Anika Turc
Client Service Specialist
Dustin C. Stiefel
Sr. Wealth Advisor
Kalita Blessing
Sr. Wealth Advisor
Chandler Ferguson
Sr. Wealth Advisor
John Mazzei
Regional Vice President
Danielle Frazier
Sr. Manager, Client Service
Jared Harrington
Wealth Advisor
Carl Larimore
Sr. Wealth Advisor, Director
Josh DeForest
Executive Managing Director
Rebecca Wolman
Financial Planner
1 Tax preparation and tax filing are a separate fee from our investment management and planning services.
2 Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice is provided through select third parties unaffiliated with Mercer Advisors.
3 Mercer Global Advisors has a related insurance agency. Mercer Advisors Insurance Services, LLC (MAIS) is a wholly owned subsidiary of Mercer Advisors Inc. Employees of Mercer Global Advisors serve as officers of MAIS.
4 Trustee services are offered through select third parties with which a client would engage directly, as such additional fees may apply.
The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Mercer Global Advisors, Inc. is engaged, or continues to be engaged, to provide investment advisory services.
*Company statistics as of 7/31/24. Client assets refers to client assets under management (AUM) and client asset under advisement (AUA) as well as assets gained from recent acquisitions where the advisory agreements have been properly assigned to Mercer Global Advisors, but the custodial accounts have yet to be transferred and/or the accounts have yet to be migrated to Mercer Global Advisors’ portfolio management system.
Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology (see ranking criteria/methodology via the “Read More” links). No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.
Let’s talk.
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