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Comprehensive Wealth Management

Freedom to enjoy, freedom from anxiety, freedom to give back. The confidence knowing your lifetime journey is on a path for success – this is what a holistic wealth management plan can do for you.

As a full-service wealth management firm, Mercer Advisors helps you with all aspects of your financial life, from customized financial planning and investment strategies to proactive tax planning and preparation, retirement planning, estate planning, and corporate and family trustee services, we have your life journey covered.

We build a strategy just for you. Our team of CPAs, CFPs, and lawyers, come together to support your relationship manager, helping you to navigate the ups and downs of the market, changing tax laws, early retirement, college bills, and so much more, with an unwavering focus on delivering best-in-class advice, acting as a fiduciary to you.

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We help you through every stage of your financial journey.

Building Wealth

Preserving Your Family Life

Enjoying Retirement

Continuing Your Legacy

Giving you a foundation to build on

It’s never too early to start saving and planning for your future. We’ll work with you to build a foundation for financial success.

Protecting your family

Protect your family and loved ones by making sure you have appropriate plans in place. We can help you plan for the expected – and the unexpected. We will help prepare you for whatever the future may hold.

Having the resources you need for the retirement you want

Savings, your employee retirement plans, social security, taxes – as you plan for retirement each is important. We can help you navigate these retirement sources throughout your lifetime.

Ensure what you care about extends to the next generation

You want to secure the well-being of those you love and support the causes you value. We help you design and maintain a plan that will carry on your legacy, while also working with your loved ones to ensure your mission and values are carried on for future generations.

Customized Financial Planning

Life changes. So, too, do your goals and objectives. Your financial plan is most effective when you treat it as a lifelong process, making periodic adjustments throughout your journey. At Mercer Advisors, we believe the first step in this process is to consider your wealth management needs holistically. We work with you to assess and integrate all aspects of your financial life into one comprehensive plan.

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Building
Wealth

Family
Life

Enjoying
Retirement

Sharing
Legacy

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A Scientific Approach to Investment Management

At Mercer Advisors, our investment philosophy is guided by scientific reasoning and theory; not subjectivity and speculation. As fiduciaries to our clients, we recommend only those investment solutions which we believe to be the best available.

Our science-based approach to investing focuses on identifying those characteristics of investments that have been shown, over time, to be reliable predictors of superior, risk-adjusted returns.  While this factor-based approach doesn’t guarantee that such investments will deliver positive future returns, decades of academic research has concluded that building portfolios in this manner leads to higher risk-adjusted returns than does “active” management, market timing, and traditional index investing.

One Relationship.
A Team of Experts.

Our advisors are committed to you, to our philosophy, and to ensuring our clients get the right strategy, plan, and attention according to their unique needs. Our team of wealth management experts including, CERTIFIED FINANCIAL PLANNER™ professionals, investment advisors and strategists, estate planners, attorneys, and Certified Public Accountants, will collaborate with you and foster a relationship based on trust, service, and transparency. At Mercer Advisors, our commitment is to you.

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Articles

General Electric: Three Lessons for Advisors, Investors

There was a time not long ago when General Electric (GE) was one of the most admired companies on Wall Street. The 1990s saw the company post nine years of double-digit profit growth.

Donald Calcagni

Donald Calcagni, Chief Investment Officer |

Jun 28, 2018

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Deciding to Retire?
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The Science of Economic Freedom website should not be construed by any consumer and/or prospective client as Mercer Advisors’ solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, information on the SOEF website should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Mercer Advisors.

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