One Team Through It All
At Mercer Advisors we believe good estate planning involves more than working with a lawyer – it should be part of your broader financial plan. Our goal is to offer you a unified and integrated approach that includes financial planning, investment management, tax planning, and, yes, estate planning. Let us connect the dots for you.
Your Estate Plan Shouldn’t be an Afterthought
Many wealth management firms offer estate planning services, but relatively few have in-house estate planning solutions. At Mercer Advisors we use our in-house solutions to integrate estate planning into your total financial picture.
Our estate strategists work directly with our wealth advisors, tax and trust specialists, and financial planners to fulfill a singular goal: to protect your loved ones and the wealth you’ve worked hard to build.
In fact, we’re such firm believers in the importance of having an estate plan that estate planning is included as part of our investment advisory fee.
At Mercer Advisors, because your wealth advisor and team already understand your family’s financial situation and goals, the process of creating and updating an estate plan is as seamless as possible.
A Comprehensive Estate Planning Solution
The expertise of the Mercer Advisors interdisciplinary team feeds directly into the estate planning process.
Featured Solutions
- Last will & testament
- Living will
- Trusts
- Guardianship documents
- Financial POA
- Healthcare POA
- Healthcare directives
- HIPAA authorization
An End-to-End, Estate Planning and Execution Process
We don’t just advise. We also follow through with completed documents. Here’s our process.
* Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice is provided through select third parties unrelated to Mercer Advisors.
Our Services
Financial Planning
Investment Management
Tax Planning and Preparation
Estate Planning
Insurance Solutions
Trustee Services
A Family Office for Your Family
We’ve adapted the sophisticated, time-tested strategiesused by ultra-high-net-worth individuals to help more families take control of their financial future.
A unified team
of advisors, 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
Mercer Advisors offers the strength of a large national firm with the personal touch you expect from a local office.
TRUST WE HAVE EARNED
Read Reviews from our Clients
Helping families like yours for over
40 years and counting.
Frequently Asked Questions
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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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A fiduciary is legally obligated to act in your best interest, placing your needs above their own. As a Registered Investment Advisor (RIA), Mercer Advisors upholds this fiduciary duty, our recommendations are based on what we believe is in your best financial interest.
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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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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. -
Mercer Advisors offers flexible engagement options to meet your preferences. While we have 100+ offices nationwide, we also provide virtual services, allowing you to collaborate with your advisory team remotely.
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Yes! We offer a complimentary consultation where we’ll discuss your financial goals and how we can help. If you’d like to move forward and work with us, you’ll be thoughtfully matched with an advisor suited to your needs who can create a plan and help you put it into action.
*Company statistics as of 5/31/25. Client assets refers to client assets under management (AUM) and client assets under advisement (AUA) as well as assets gained from recent acquisitions where the advisory agreements have been properly assigned to Mercer Global Advisors, but the custodial accounts have yet to be transferred and/or the accounts have yet to be migrated to Mercer Global Advisors’ portfolio management system.
Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology (see ranking criteria/methodology via the “Read More” links). No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.
