We’re proud to serve individuals and families in the Baltimore area and across Maryland with personalized, comprehensive wealth management advice. Whether you’re planning for retirement, designing your estate, or navigating a major life transition, our team is here to guide you. We combine deep local expertise with the strength and resources of a national firm to help you achieve your financial goals with confidence and clarity.
We offer comprehensive wealth management through a family office 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.
Hunt Valley
Hunt Valley
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.
Hunt Valley Offices Fast Facts & Specialties
- Deep Local Roots and Leadership: With a long history and strong reputation in Baltimore and Maryland, we are proud to be recognized as leaders in the region. Based in Baltimore County, our reach extends across Maryland — including the Eastern Shore and beyond — while maintaining the community connection and trust that come from decades of local presence.
- Highly Credentialed Team: Our team members include CFA® charter holders, MBAs, and a former CPA. These advanced credentials help ensure our clients benefit from sophisticated analysis, disciplined oversight, and a high standard of professional excellence.
- Broad Client Reach: Our client base is diverse, reflecting our ability to tailor strategies for a wide range of financial situations rather than focusing on any one niche or profession.
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Hunt Valley community and specializes in areas relevant to local residents.
After 30 years of serving families and businesses across Maryland, joining Mercer Advisors allows us to stay true to who we are while expanding the services we can offer our clients. We’re still the same trusted team our clients know, now supported by a national firm that shares our fiduciary values and client-first philosophy.
Our decision to join Mercer Advisors came down to two things: alignment and culture. Mercer Advisors shares our commitment to leading with humility, collaboration, and integrity — the same principles that have guided us from the very beginning.
We are excited to partner with Mercer Advisors after operating as an independent RIA since 1995. This partnership helps enable us to manage assets more effectively and provide our clients with a clearer view of their financial futures. As part of Mercer Advisors, we can continue offering the personal relationships and steady guidance our clients rely on — now with access to a broader range of services and a team of financial professionals dedicated to putting our clients’ best interests first.