One Team to Manage It All
Acting in our client’s best interests is part of our DNA as a firm. Our fiduciary commitment means that our advisors are legally obligated to put you and your interests first. This means being more than just your stockbroker – our full-service, team-based approach allows us to address not only your investment needs, but your financial strategy, taxes, estate plan and more.
Your Advisor: 5 Things to Know
A Family Office for Your Family
We’ve adapted the sophisticated, time-tested strategies used by ultra-high-net-worth individuals to help more families take control of their financial future.
A unified in-house team
of planners, investors, accountants, and estate strategists that designs — and executes — your financial plan.
A hand-picked advisor
who is focused on serving you, not on finding new clients.
An institutional-grade portfolio
personalized to you and managed by a team of 100+ investment professionals, not just one advisor.
A boutique fiduciary with national strength
that combines intimate service and sophisticated capability, and only acts in your best interest.
Our Services
Financial Planning
Investment Management
Tax Planning and Preparation
Estate Planning
Insurance Solutions
Trustee Services
Mercer Advisors offers the strength of a large national firm with the personal touch you expect from a local office.
Read Reviews from our Clients
Helping families like yours for over 40 years and counting.
Frequently Asked Questions
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Stockbrokers, unlike investment advisor representatives, are often not bound legally by a fiduciary duty to look out for your best financial interests. Instead consider working with a wealth advisor, who is bound by a fiduciary duty to act in your best interests.
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Some stockbrokerages may claim they are ‘full-service’, providing clients with different professional services such as estate and tax planning in addition to investing on behalf of their clients. However, unlike wealth advisors, who are legally bound by a fiduciary duty to their clients, those companies may focus their time on upselling clients for their own gain. In contrast, family office-style financial advisory firms, such as Mercer Advisors, offer services as part of a financial plan geared towards helping clients achieve the lifestyle they desire.
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We believe in simple, transparent fees. As a fee-based fiduciary, we can remain focused on doing what’s best for you, not commissions.
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If you are considering switching brokers—which typically comes with a fee and potentially other costs–you should first reflect on your reasons for doing so, and ask yourself if a new broker is the real solution. In many cases, we can only get real value from our investments when they are part of a unified financial plan, which considers future returns in light of retirement, tax, healthcare, and estate planning needs.
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At Mercer Advisors, the phrase “unified team” refers to our integrated group of professionals — financial planners, investment managers, tax advisors, estate strategists, insurance specialists, and other professionals — who collaborate to design and execute your comprehensive financial plan. This unified approach helps ensure all aspects of your financial life are working together.
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Mercer Advisors employs a factor-based investing approach, grounded in decades of academic research. This investment strategy involves assessing factors such as company size, quality, momentum, value, and volatility to construct well-diversified portfolios with higher expected returns.
Our investment committee oversees this process, helping to ensure that your portfolio aligns with your financial goals and risk tolerance.
