Mercer Advisors helps high-net-worth individuals and families in New Jersey area live the lives they want — now and in the future.
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 New Jersey 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.
New Jersey Offices Fast Facts & Specialties
- We’re a unified team: Advisors, planners, investors, accountants, and estate strategists that design – and execute – your financial plan. We are a true family office for all families.
- We put multiple wealth drivers to work: We don’t rely solely on investment returns to help achieve your goals. We look at your entire financial picture, including taxes, estate, and insurance.
- We put you first: Our advisors don’t sell proprietary investment products and are focused on serving you, not on finding new clients.
Financial Solutions We Offer in New Jersey
Deep Experience Working With…
Concentrated Stock
At Mercer Advisors, we help New Jersey clients manage concentration with a financial plan that focuses on unlocking liquidity, reducing risk, and preserving long-term wealth.
Divorcing & Divorced
We provide New Jersey 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 New Jersey 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 New Jersey 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 New Jersey 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 New Jersey.
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the New Jersey community and specializes in areas relevant to local residents.
My goal is to help clients, whether professionals, corporate executives, or retirees, find comfort in their financial lives knowing they have a partner to rely on. Together we analyze cash flow, debt, stock awards, estate planning, taxes, and more.
As a first-generation son to immigrant parents, I learned firsthand the power of hard work. Mercer Advisors provides me with the tools to help ensure my clients’ financial lives are well-planned and meet their evolving needs.
My #1 passion is helping clients achieve their financial goals. I’m process-oriented by nature, so I apply that quality to everyday financial planning to help you and your family achieve major milestones.
In Our Community
From sharing our knowledge to volunteering to improve our neighborhoods, our local team loves to give back to the community.
Market Street Mission
The Market Street Mission is dedicated to serving those struggling with poverty, homelessness, and addiction. The Morristown team supports their mission through donations and volunteering.
Saint Joseph High School
Mercer Advisors supports Saint Joseph High School’s varsity football team through a corporate sponsorship designed to fund equipment, media, and overall student-athlete achievement.
YWCA of Union County
YWCA works to empower survivors of domestic violence, promote social justice, and eliminate violence against women and girls. We have proudly supported them since 2018.
Roots & Wings
Roots & Wings works to support young adults who have aged out of the foster care system. For several years, we have supported their cause through board and executive committee membership and corporate sponsorship.
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