Mercer Advisors is proud to support families in the Twin Cities with their comprehensive wealth management needs by offering a combination of personalized service and local expertise. Our team which includes CFP® Professionals offers tailored, professional guidance to a diverse range of families and businesses, including many local executives with highly concentrated stock positions.
We offer comprehensive wealth management through a family office structure, helping clients amplify and simplify their financial lives by bringing together financial planning, investment management, tax, estate, insurance, and more into one integrated offering. We look forward to connecting with you and your family.
Meet the Greater Minneapolis Team
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Stronger Together
Mercer Advisors understands the importance of joining forces with impressive local advisory firms. Together, we can provide clients with a greater breadth and depth of services and value—and, most importantly, keep our promises to them.
We’ve worked hard to retain some of the best aspects of a local boutique firm: white-glove service that comes from an intimate understanding of our clients’ families, lifestyles, situations, and needs. We combine this with the type of resources, specialized personnel, and risk mitigation of a national firm.
Greater Minneapolis Offices Fast Facts & Specialties
- We excel in working with local executives who have highly concentrated stock positions, providing tailored strategies to help manage and diversify their portfolios effectively.
- We’ve got a time-tested track record of helping ultra-high net worth clients navigate the complexities of intergenerational wealth. We help simplify their financial picture while always respecting the unique dynamics of each situation. We’ve helped many families achieve their life plans, not just their financial goals.
- We are dedicated to serving entrepreneurs by offering comprehensive financial planning and investment strategies tailored to their unique needs and goals.
Financial Solutions We Offer in Greater Minneapolis
Deep Experience Working With…
Concentrated Stock
At Mercer Advisors, we help Greater Minneapolis clients manage concentration with a financial plan that focuses on unlocking liquidity, reducing risk, and preserving long-term wealth.
Divorcing & Divorced
We provide Greater Minneapolis residents with compassionate, personalized financial guidance throughout your divorce, empowering you to embrace the opportunities ahead. Learn more about how we can help.
Generational Wealth
Managing wealth across generations isn’t just about protecting assets—it’s about safeguarding your legacy. We collaborate with Greater Minneapolis families like yours to craft tailored plans that help to ensure long-term financial continuity.
Inherited Wealth
Your inheritance marks a beginning and an end. Learn more about how we approach this delicate situation for Greater Minneapolis residents and help ensure your new wealth is protected, optimized, and meets your long-term goals.
IPOs & Liquidity Events
Whether you’re holding RSUs, ISOs, NSOs, or ESPP shares, the decisions you make now may shape your financial future. Learn how we can help demystify the process for you and help avoid a hefty tax bill.
Retirement Planning
Retirement planning is a vital aspect of financial wellness that transcends age, income level, or career stage. See how we can help Greater Minneapolis residents design retirement plans that help them achieve their financial goals.
Special Needs
Caring for a loved one with disabilities brings unique responsibilities, and planning ahead is one of the most important things you can do. We’ll help you prioritize what matters most, understand what can wait, and build a plan that gives you confidence.
Women & Wealth
We’re fiercely committed to amplifying women’s financial confidence. Learn how we’re leading the charge to create better financial outcomes for women in Greater Minneapolis.
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Greater Minneapolis community and specializes in areas relevant to local residents.
Every client, whether an individual or family, has a unique story and is an opportunity for me to provide guidance that helps empower them to build a secure future. I find it rewarding to work with female executives and women going through transition to help them gain clarity and confidence in their financial journey.
Every family we serve has a unique story, values, objectives, and needs. We are excited to come to work every day and help them navigate the unique challenges and opportunities of their financial and life journey. Our team’s goal is to make every family we serve feel like they are our only client. The platform and resources available at Mercer Advisors helps to ensure we can fulfill our commitment and exceed expectations on what a family office experience should feel like.
Within our family office offering we help affluent families deal with the potential burdens that are often created by their success. At Mercer Advisors, our core offerings extend beyond the basics and help families deal with the effects their success may have on future generations. Making sure a family’s intent matches their plan is a fluid process and goes beyond the numbers.
Mercer Advisors has the resources to offer holistic financial planning. Many of my clients are charitably inclined, and our team can help them maximize the tax efficiency of their giving – which is really gratifying. I’m also passionate about guiding my clients to become successful long-term investors, and having a deep bench of talented investment professionals to support me makes all the difference.
I am extremely passionate about helping clients to get the most out of their complete financial picture, with the end goal being to help ensure they no longer need to worry about money. One of the greatest strengths of holistic financial planning is the ability to optimize and plan around a client’s entire financial picture over the course of a long-term relationship.
I have the privilege of serving families in their quest towards financial independence. By leveraging Mercer Advisors teams of specialists in investment management, taxes, and estate planning, I help clients achieve their goals through holistic financial planning. I love being a fiduciary and I believe my clients can appreciate the fact that my recommendations are tailored to their unique needs and are given with their personal financial situation in mind.
In Our Community
From sharing our knowledge to volunteering to improve our neighborhoods, our local team loves to give back to the community.
Volunteering for Interfaith Outreach & Community Partners
Our team had the privilege of volunteering at Interfaith Outreach & Community Partners sorting donated clothes for their Resale Select store. Resale volunteers help IOCP clients meet their basic need of clothing – men, women, and children of all ages.
Nancy Hughes, CFP®, featured panelist for Portfolio Summits
Nancy Hughes, CFP, recently spoke on a panel for Portfolio Summits discussing women in wealth. Nancy is a 25-year financial services veteran and continues to raise the bar for wealth management through meaningful client relationships.
St. Paul Saints Baseball Outing
We enjoyed a day at the ballpark with the St. Paul Saints last week! Looking forward to our next team outing!
Celebrate Love Gala – Ronald McDonald House Charities, Upper Midwest
Mercer Advisors is proud to be the Diamond Sponsor of the 2025 Ronald McDonald House Charities Upper Midwest Gala in Saint Paul, helping support families and children across our community when they need it most.
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