One Team to Manage it All
At Mercer Advisors, our planners, tax experts, and investment professionals work together to help you navigate liquidity events, optimize taxes, and align your equity with your life goals.
Integrated Wealth Management for Equity Events
We help you unlock the value of your equity while minimizing risk and tax surprises. From modeling AMT and capital gains to coordinating estate and investment strategies, our team builds and executes a plan that evolves with you – before, during, and after your liquidity event.
Equity Event Services
- Equity Compensation Audit: Review of RSUs, ISOs, NSOs, ESPP, and refresh grants.
- Tender Offer Decision Support: Avoid costly tax surprises and missed opportunities
- IPO Lockup Exit Strategy: 12-month roadmap for diversification and tax management post-lockup.
- Recapitalization Planning: Navigate dividend recaps, PE-led restructurings, and liquidity triggers.
- Liquidity Stress Testing: Model net worth and cash flow under different valuation scenarios.
- Tax Timing Simulator: Forecast AMT, capital gains, and withholding gaps across scenarios.
- Estate & Gifting Strategies: Pre-IPO planning to reduce future tax liability and protect your legacy.
- Custodian Integration: Sync equity platforms like Fidelity and Schwab for seamless visibility.
- Liquidity Concierge: Real-time support during IPOs, tender windows, and blackout periods.
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.
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 40 years and counting.
Frequently Asked Questions
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At Mercer Advisors, the phrase “unified in-house 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.
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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.
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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.
