Grow Your Wealth with a
Top Ranked Advisor

Mercer Advisors is proudly recognized as one of the top wealth managers in the United States. Speak With An Advisor

Investing for Women
by Women

We’re committed to serving women’s comprehensive wealth planning needs. Learn More

Listen to Our Latest Podcast

The Science of Economic Freedom is an educational podcast providing expertise on how to reach your financial goals. Listen Now

Comprehensive
Wealth Management

We look at your financial life holistically – blending investment advice, financial and estate planning, and taxes to create a strategy just for you. Talk with an Advisor

Peace of Mind Starts with
Financial Planning

Financial planning is the foundation for your entire financial journey and connects all the components of a comprehensive wealth management plan. Speak with a CFP® Professional

Featured In:
USNews Logo

Kiplinger Logo

Nasdaq logo

Comprehensive Wealth & Financial 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, CFP® professionals 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.

Schedule a wealth
coaching session

Our Accolades

Mercer Advisors is proudly recognized as one of the top wealth managers in the United States.

Barron's 2020 Top RIA Private Asset Management Awards 2021 Winner WealthManagement.com 2019 Industry Awards

We help you through every stage of your financial journey.

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.

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 on a fee-based fiduciary basis to assess and integrate all aspects of your financial life into one comprehensive plan.

learn more
graph2

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 Dedicated Professionals.

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.

meet the team
Investing

Mercer Advisors Capital Markets Update and Outlook: April 2022

Apr 27, 2022

Donald Calcagni, MBA, MST, CFP®, AIF®, Chief Investment Officer

Mari Adam, CFP®, MBA, CRPC®, Sr. Wealth Advisor

Jessica Caruso, CFP®, Sr. Wealth Advisor, Sr. Director

Watch Webinar
Financial Planning
Estate Planning for ‘Black Sheep’ Beneficiaries
Read More
Articles
Asset Management vs. Wealth Management: Is There a Difference?
Read More
Retirement
Traditional 401(k) vs. Roth 401(k): Is One Better Than the Other?
Read More
Investing
How to Best Invest Your Wealth
Read More

Please Note: The achievement of any professional designation, certification, degree, or license 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 Advisors is engaged, or continues to be engaged, to provide investment advisory services.

2020 Barron’s, Advisors who wish to be ranked fill out a 107-question survey about their practice. We verify that data with the advisors’ firms and with regulatory databases and then we apply our rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice.

2021 Private Asset Management (PAM), Candidates are invited to submit responses in several categories to demonstrate developments to their business model, financial progress in business performance and service offerings. Selection is determined by growth in clients and employees, client satisfaction, and product innovation over the course of the previous year. Winners are determined by an independent panel of industry experts and the PAM editorial team. Mercer Advisors purchased a table at the 2021 awards ceremony. For more information on Private Asset Management (PAM), visit fundintelligence.global.

Wealthmanagement.com, A panel of independent judges determined the WealthManagement.com 2019 Industry Award winners. Criteria included demonstrable impact on their firm, the industry, and wealth management in general.