Chuck Breuch

Meet Chuck

Chuck is a Sr. Wealth Advisor based in Boulder, Colorado, and has been with Mercer Advisors since 1991, offering more than 35 years of experience guiding individuals and families through complex financial decisions. His work is grounded in deep, human conversations that go beyond money — helping clients gain clarity, confidence, and alignment between their financial lives and what matters most.

In addition to advising clients, Chuck is a trusted mentor and coach within Mercer Advisors, supporting the growth of advisors and leaders while helping steward a culture rooted in trust, curiosity, and long-term thinking. He brings calm perspective, thoughtful judgment, and a values-driven approach to every relationship.

Chuck holds a B.S. degree in finance with a minor in international business from the University of Colorado Boulder’s Leeds School of Business and is a CERTIFIED FINANCIAL PLANNER® professional.

Chuck’s specialties

At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Chuck has focused experience in these areas:

Multi-generational planning that aligns with your values and minimizes tax impact
Guiding clients through living in retirement with steady income and smart planning
Helping dentists balance personal wealth goals with the demands of running a practice
Relocating in retirement with a clear financial strategy
Managing income and long-term strategy for consultants with unpredictable schedules and global work

His working style

Chuck is enthusiastic about taking care of clients, coaching and mentoring teams, advisors, staff, and interns. He loves collaborating with co-workers and clients at Mercer Advisors, whom he considers family, and following in the footsteps of the original leaders who were his mentors and coaches.