Mercer Advisors is proud to call Tennessee home.
We offer comprehensive wealth management through a family office-like 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.
Tennessee Leadership Team
Tennessee
Tennessee
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.
Tennessee Offices Fast Facts & Specialties
Service over sales: Our Tennessee-based advisors are dedicated to serving you—not sourcing new business. We have a separate team focused on growth so your advisor can stay focused on your financial life.
Institutional-grade investing: We apply the same disciplined, science-based investment strategies used by some of the world’s largest institutional investors. Qualified clients may also gain access to private market opportunities.
Specialty services: From retirement and estate planning to career transitions, family planning, and unique asset management, our Tennessee team offers guidance for all areas of your financial life.
Meet Our Talented Advisors
Our team is deeply embedded in the Tennessee community and specializes in areas relevant to local residents.