Wealth Planning and Management

Amplify and Simplify Your (Financial) Life

A family office for your family.

For nearly 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives. How? By integrating expertise in financial planning,  investment management, tax, estate, insurance, and more, all managed by a single team. 

Because your finances work better when they work together.


Client Assets*

What Can You Expect From Mercer Advisors’ Family Office?

Here’s what we provide. We encourage you to compare this to other financial advisors.

Your Team

A unified in-house team

of planners, investors, accountants, and estate strategists that designs — and executes — your financial plan.

Your Person

A hand-picked wealth advisor

who is focused on serving you, not on finding new clients.

Your Portfolio

An institutional-grade portfolio

that is tailored specifically for you, and managed by a team of 100+ investment professionals (not just one advisor).

Your Firm

An independent, national fiduciary

legally obligated to always act in your best interest.

Whether you have $300,000 or $300,000,000, we have a comprehensive wealth management solution for you.

What Exactly do We do for You?

Specialty Solutions

While every client is different and every family unique, it can be helpful to have an advisor who has experience with clients like you. Considering everything from your location and profession to your stage in life, we’ll select the advisor right for you.

How Can You Benefit?


  • Grow your wealth with sophisticated investing strategies tailored to your portfolio.
  • Protect your wealth through tax-efficient decisions and other tactics designed to help you keep more of what you earn.
  • Save money through lower investing and custody costs negotiated on your behalf, and through services like foundational tax and estate planning.


  • More time to do what you love – and less time coordinating multiple professionals, chasing down documents and gathering information.
  • Greater confidence knowing that you have a dedicated team of professionals that is proactively working on your behalf.
  • Greater clarity of purpose and philosophical alignment with your spouse, partner, and family members.

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. 

But Don’t Just Take Our Word for It

1Tax preparation and tax filing are a separate fee from our investment management and planning services.

2Mercer 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 unrelated to Mercer Advisors.

3Mercer 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.

4Trustee services are offered through select third parties with which a client would engage directly, as such additional fees may apply.

*Company statistics as of 5/2/24. Client assets refers to client assets under management (AUM) and client asset under advisement (AUA) by both Mercer Global Advisors Inc. and Regis Acquisition, Inc. Client Assets includes 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. Mercer Global Advisors Inc. and Regis Acquisition Inc. are affiliated SEC registered investment advisers and deliver investment advisory and family office related services. Mercer Global Advisors Inc. and Regis Acquisition Inc. are subsidiaries of Mercer Advisors Inc., a parent company not involved with investment services.

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.

Ready to learn more?