Conflict-free, fiduciary wealth management
You advise clients on risk, complexity, and compliance every day.
Who’s doing that for your financial life?
At Mercer Advisors, we act as fiduciaries, not product salespeople. Our fee-based model helps ensure we sit on the same side of the table as you, delivering conflict-free advice and fully integrated wealth management through our in-house team of advisors, tax specialists, estate attorneys, and investment professionals.
Why Attorneys Need
Specialized Financial Planning
Attorneys face unique financial challenges, from compliance-driven investment restrictions to uneven cash flow and complex compensation structures. Whether you’re a law firm partner, corporate counsel, or independent attorney, your time is limited, your financial life is intricate, and your expectations are high.
Tailored Wealth Management for Attorneys Who Expect More
Whether you’re a law firm partner navigating uneven distributions and investment restrictions, a corporate counsel managing equity compensation and insider rules, or an independent attorney balancing personal and business finances, your financial life is more complex than most.
And too often, it’s underserved by advisors who don’t understand your profession.
At Mercer Advisors, we know the blind spots: idle cash, underutilized retirement plans, overlooked estate risks, and equity comp that’s left unmanaged. We also know how to fix them, with a team that’s built to serve you.
Let’s build a plan that reflects your career, your compensation, and your values, so that you can focus on your practice while we focus on your future.
Specialized Services for Attorneys
Law Firm Partners:
Strategic Planning for High-Income, High-Complexity Professionals
As a partner, your income is high but irregular. Distributions arrive in large, uneven chunks, and your tax obligations are significant. You may be sitting on idle cash, missing market opportunities, or relying on legacy banking relationships that don’t fully understand your compliance constraints. And while you advise clients on risk daily, your own estate and insurance planning may not reflect the fact that you’re likely the sole income earner in your household.
How Mercer Advisors Helps:
- Conflict-screened portfolios tailored to firm restrictions
- Liquidity planning around draw schedules and tax obligations
- K-1 coordination and quarterly tax estimate management
- Private retirement plan design (cash balance, defined benefit)
- Estate planning for sole-income household
Corporate Counsel:
Equity-Focused Planning for In-House Legal Executives
As in-house counsel, your equity comp is likely your biggest wealth lever, as well as your biggest risk. RSUs, options, AMT exposure, and blackout periods create a complex puzzle that most advisors don’t know how to solve. Add in estate planning, insider trading rules, and the pressure to “figure it out on your own,” and it’s easy to delay decisions that could cost you in the long run.
How Mercer Advisors Helps:
- RSU, ISO, NSO, and AMT strategy
- 10b5-1 plan design and execution
- Diversification planning for concentrated stock positions
- Estate and tax coordination around equity liquidity
- Insider trading compliance support
Independent Attorneys:
Integrated Planning for Solo Practitioners and Small Firm Owners
As a solo or small-firm attorney, your income may be variable, your time limited, and your financial responsibilities all on your shoulders. Without the infrastructure of a large firm, it’s easy to delay retirement planning, underinsure your family, or miss tax-saving opportunities. You may be managing your business and personal finances separately (or not managing them at all!).
How Mercer Advisors Helps:
- Retirement plan design for solo attorneys
- Quarterly tax planning and cash flow management
- Integrated business and personal financial planning
- Estate strategies tailored to variable income
- Insurance structuring for sole earners
FAQs
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We build portfolios that exclude companies tied to your firm’s client base, ensuring compliance and peace of mind.
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Banks often sell products and operate with conflicts. We’re fiduciaries. We don’t sell anything, and we act only in your best interest.
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Yes. We specialize in RSU, ISO, NSO, and 10b5-1 planning for corporate counsel and senior legal executives.
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Our in-house team handles everything (planning, tax, estate, and investments) so you don’t have to coordinate across firms.
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Absolutely. Whether you’re a rising star, newly named partner, or seasoned counsel, we tailor our approach to your needs.
