For over 35 years, the Louisville team has been helping our clients to make effective decisions at every stage of their lives. We do this by providing comprehensive financial planning, investment management, tax, estate, insurance, and more into one integrated offering.
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.
Louisville
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.
Louisville Offices Fast Facts & Specialties
- We put you first: Our advisors don’t sell proprietary investment products and are focused on serving your best interests, not finding new clients.
- Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, as well as navigate family dynamics and other complexities that arise from it.
- Extensive experience helping Ford, UPS and GE and other corporate employees manage options and retirement planning as a component of a comprehensive financial plan.
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Louisville community and specializes in areas relevant to local residents.
For over 35 years, I’ve provided financial advice to families, many of whom I call both clients and friends. Planning for your future can be difficult due to the complex nature of your financial situation. Mercer Advisors provides the resources to enable us to help you to achieve financial freedom.
In Our Community
From sharing our knowledge to volunteering to improve our neighborhoods, our local team loves to give back to the community.
Sponsor of Bellarmine Athletics
Corporate sponsor Bellarmine Athletics providing support to the men’s and women’s basketball programs.
Adventure Camp
Volunteering at Adventure Camp, a day camp style program hosted by the Lincoln Heritage Council, Scouting America for children with special needs to develop social, personal and self-concept skills. Activities include fishing, arts and crafts, pontoon boating, BB guns, archery, canoeing, and more!
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