We exist so that you don’t have to worry about money.
to help amplify and simplify your financial life — and your family’s future.
of planners, investors, accountants, and estate specialists that designs — and executes — your financial plan.
who is focused on serving you, not on finding new clients.
that is tailored specifically for you, and managed by a team of 100+ investment professionals (not just one advisor).
that combines intimate service and sophisticated capability, and only acts in your best interest.
We connect the dots of your financial life by unifying financial planning, investment management, tax, estate, insurance, and more.
We believe in meeting you where you are.
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Learn how to fund real estate into a trust, avoid probate, and ensure proper insurance and title coverage.
Wealth Advisor
CFP®
mreich@merceradvisors.com
Louisville
6440 Dutchmans ParkwaySuite 201Louisville, KY 40205
May 21, 2025
May 19, 2025
May 15, 2025
