We believe you have the most to gain by looking at your financial life holistically - blending investment advice, financial planning, and real-life goal setting. Recent research has placed a value on this integrated approach. The following study reports that advisors who provide wealth management best practices can add significant value beyond market performance: Putting a Value on Your Value: Quantifying an Advisor's Alpha, Vanguard Investment Research, September 2016.
Your life story - and financial needs - will evolve and change over time. Our wealth management advice, services, coaching, reviews, and partnership move in sync with your unique financial objectives.
Combining Expertise. Elevating Client Care.
Since the beginning of 2016, several firms who operate as fiduciaries and share our commitment to serving clients have chosen to join the Mercer Advisors team. Together we share a common vision of working with our clients to live enriched lives and gain clarity on their paths to economic freedom. A family office for real families.SM