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.
Ready to get in touch? My team and I are here to help.
Glen Minton, CFP®
Sr. Vice President
San Antonio
San Antonio
San Antonio
San Antonio Offices Fast Facts & Specialties
- Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others.
- Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions.
- We’re proud that nearly half of our client-facing team firm-wide are women.
Financial Solutions We Offer in San Antonio
Mercer Advisors delivers comprehensive financial guidance designed to address the full complexity of your financial life. Our San Antonio team brings together planning, investment management, tax strategy, estate planning, and trust services — working collaboratively to help individuals and families make confident, informed financial decisions.
Financial Planning
Financial planning services for San Antonio clients and families designed to help coordinate cash flow, retirement planning, education savings, and long-term priorities across all areas of your financial life as part of Mercer Advisors’ family office-inspired wealth management model.
Tax Planning & Preparation
Integrated tax planning and preparation for San Antonio clients that can help you look beyond last year’s return and plan ahead — managing tax exposure before decisions are made, not after with a dedicated team of financial advisors and tax professionals working in coordination.
Investment Management
Personalized investment management for San Antonio clients built to help manage a personalized portfolio with the depth of an institutional investment operation, responsive to your goals, preferences, and evolving financial situation with your wealth advisor revisiting your investment strategy regularly to help keep it aligned with your plan.
Estate Planning
Estate planning for San Antonio clients built to help protect the wealth you’ve worked to build, with estate strategies coordinated across your tax plan, trust needs, and long-term family goals as part of Mercer Advisors’ integrated, family office-inspired wealth management approach.
Insurance Solutions
Insurance solutions for San Antonio clients that can help bring insurance planning into your integrated financial strategy, so your coverage decisions can reflect your full financial picture with a dedicated insurance team working alongside your wealth advisor to help keep your coverage aligned with your goals.
Trustee Services
Professional, independent trustee services for San Antonio clients and families designed to help give your family confidence that your most important assets and wishes are being overseen by experienced trust professionals aligned with your long-term plans with a Trust Operations Group and wealth management team working in coordination on your behalf.
Meet Our Talented Advisors
Our team is deeply embedded in the San Antonio community and specializes in areas relevant to local residents.
Ready to learn more from the San Antonio team?
Let’s TalkTRUST WE HAVE EARNED
#1 RIA in 2025 Barron’s Top 100 RIAs Ranking
Best Overall Financial Advisory Firm for High-Net-Worth Individuals 2026 by The Wall Street Journal Buy Side
5 Star Ranking on Newsweek America’s Top Financial Advisory Firms 2026
Winner of 2025 Wealthies RIA Client Initiative for Advisor Matching Tool