Experienced Financial Advisors in Atlanta

Comprehensive Wealth Management Solutions

Atlanta Financial Planning

Mercer Advisors brings a “Family Office for Every Client” approach to the heart of Atlanta. As your dedicated financial advisor in Atlanta, we provide personalized guidance across every aspect of your financial life—from comprehensive wealth management to strategic estate planning. Whether you’re an individual, a family, or a business owner, our Atlanta team is here to help you navigate complex financial decisions with clarity, care, and confidence. We tailor our services to your unique goals to help ensure your legacy and wealth are preserved and positioned for long-term success.

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 Atlanta Team

Christopher Blackmon
Managing Partner
Atlanta
Andrew Medders
Partner
Atlanta
Brian Sullivan
Sr. Wealth Advisor
Atlanta
Alan McKnight
Sr. Wealth Advisor
Atlanta
Alexis Dudley
Wealth Advisor
Atlanta
Andrew Shannon
Wealth Advisor
Atlanta
Anuska Kovalcheck
Wealth Advisor
Atlanta
G. Kyle Nadler
Sr. Wealth Advisor
Atlanta
John Evans
Sr. Wealth Advisor
Atlanta
Lisa Pastushok
Wealth Advisor
Atlanta
Mariana Battista
Sr. Wealth Advisor
Atlanta
Martin Aspin
Wealth Advisor
Atlanta
Melanie Fitzgerald
Wealth Advisor
Atlanta
Nicholas Campbell
Sr. Wealth Advisor
Atlanta
Noah Reichert
Wealth Advisor
Atlanta
Patrick Moody
Wealth Advisor
Atlanta
Richard Brad Mundy
Sr. Wealth Advisor
Atlanta
Ron Kibbe
Sr. Wealth Advisor
Atlanta
Ryan Badger
Sr. Wealth Advisor
Atlanta
William Hinson
Sr. Wealth Advisor
Atlanta
William Howard
Wealth Advisor
Atlanta
G. Merrick Estes, Jr.
Managing Partner
Atlanta
Harrison Fant
Principal
Atlanta
Sarah Cannon
Principal
Atlanta
Leah Manderson
Regional Vice President
Atlanta
Alicia Smith
Director of Client Development – HNW Program Manager
Atlanta
Alissa Mayes
Service Operations Associate
Atlanta
Amanda Coffey
Client Service Specialist
Atlanta
Angela Tucker
Relationship Manager
Atlanta
Cole Wenda
Client Service Specialist
Atlanta
Erica Lloyd
Client Service Coordinator
Atlanta
Francheska Hill
Sr. Client Service Specialist
Atlanta
Ivan Lopez Colon
Sr. Client Service Specialist
Atlanta
Jefferson Bell
Relationship Manager
Atlanta
Jill Varnum
Manager, Client Service
Atlanta
Lillian Patrikios
Sr. Client Service Specialist
Atlanta
Luana Puglisi
Manager, Client Service
Atlanta
Melissa Vance
Sr. Client Service Specialist
Atlanta
Michael Olmert
Relationship Manager
Atlanta
Necasio Ekelund
Relationship Manager
Atlanta
Sana Alsalman
Sr. Client Service Specialist
Atlanta
Tamieka Bonner
Relationship Manager
Atlanta
Virginia Rutland
Client Service Specialist
Atlanta
Wesley Tagoe
Relationship Manager
Atlanta
Yasmin McLocklin
Sr. Client Service Specialist
Atlanta
Cameron Holt
Financial Planner
Atlanta
Camryn Norman
Sr. Financial Planner
Atlanta
Rebecca Upton
Financial Planner
Atlanta
Ryan Jones
Financial Planner
Atlanta
Michael Sohmer
Sr. Director, Trust Services
Atlanta
William Tyrone Smith
Managing Director, Community Client Development
Atlanta
Adam Lee
Sr. Vice President
Atlanta
Jenna Taylor
Client Development Associate
Atlanta
Kimberly Maxwell
Associate Vice President
Atlanta
Lacy Hartzler
Sr. Client Development Associate
Atlanta
Sherise Johnson
Sr. Retirement Plan Specialist
Atlanta
Ready to get in touch? My team and I are here to help.
Leah Manderson
Leah Manderson Regional Vice President
Atlanta

Atlanta

5555 Glenridge Connector
Suite 825
Atlanta, Georgia 30342

Phone: 888.975.4554

Atlanta 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 Atlanta

Mercer Advisors delivers comprehensive financial guidance designed to address the full complexity of your financial life. Our Atlanta 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
Comprehensive financial planning for Atlanta 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
Proactive tax planning and preparation for Atlanta residents 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
Goals-based investment management for Atlanta 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
Thoughtful estate planning for Atlanta clients and families 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
Strategic insurance planning for Atlanta 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
Independent trust administration services for Atlanta clients 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.

Deep Experience Working With…

advisor helping tech professional navigate concentrated stock positions

Concentrated Stock

At Mercer Advisors, we help Atlanta clients manage concentration with a financial plan that focuses on unlocking liquidity, reducing risk, and preserving long-term wealth.  

Divorcing & Divorced

We provide Atlanta 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 Atlanta families like yours to craft tailored plans that help to ensure long-term financial continuity.

A family discussing a lifetime trust

Inherited Wealth

Your inheritance marks a beginning and an end. Learn more about how we approach this delicate situation for Atlanta 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.

older couple out enjoying their retirement

Retirement Planning

Retirement planning is a vital aspect of financial wellness that transcends age, income level, or career stage.  See how we can help Atlanta residents design retirement plans that help them achieve their financial goals.

Financial planning for individuals with special needs

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.

two female business professionals walking and talking

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 Atlanta.

Meet Our Talented Advisors

Our team is deeply embedded in the Atlanta community and specializes in areas relevant to local residents.

Ready to learn more from the Atlanta team?

Let’s Talk

Ready to get in touch?
My team and I are here to help.

Regional Vice President, Atlanta