One Team to Manage It All
For more than two decades and counting, Mercer Advisors has been proud to call New England home. With a team of local CFA® and CFP® professionals, we provide tailored guidance to a wide range of families and business owners.
Our Core Solutions
Financial Planning
Investment Management
Tax Planning & Preparation1
Estate Planning2
Insurance Solutions3
Trustee Services4
New England Offices Fast Facts and Specialties
- Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, navigating family dynamics and providing clarity when complexity arises.
- Institutional-grade investing: Our approach is backed by decades of research and market analysis, representing the best practices of today’s institutional investment community.
- Tax efficiency: Minimizing taxes is essential to protecting your lifestyle and legacy. Proactive tax strategy is an integral part of our process.
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 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.
Meet a Few of our Advisors
We’re all here for one reason: to work as an
integrated team to serve you.
It is an honor to partner with my clients as they move through the different stages of their financial lives. Being able to integrate financial planning, investment management, tax, estate, insurance, and more for my clients is extremely rewarding.
Because of personal experience, I am passionate about helping families navigate financial challenges when dealing with health issues. I focus on helping to protect their wealth, transferring assets and providing confidence when they need it the most.
Our greatest investment is our relationship with each client and we strive to show that we genuinely care about them. We take pride in our personal approach and work hard to ensure every client feels valued — because they truly are.
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 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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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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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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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.
