Mercer Advisors

Wealth Management For Hospital Physicians

We help you align employer plans, personal finance, and long-term goals, so you can move forward with confidence.

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A Dedicated Team for Your Needs

We hand-pick a dedicated financial advisor who understands the unique challenges of hospital-employed physicians. They lead a unified team to coordinate every aspect of your financial life, including 403(b) and 457(b) plans, pension decisions, tax strategies, and liability protection.

Specialized Services for Hospital Physicians

  • 403(b) and 457(b) plan optimization (including annual re‑enrollment)
  • Backdoor Roth and solo 401(k) layering
  • Tax planning for consulting, honorariums, and speaking income
  • Cash flow management to support lifestyle
  • Tax‑efficient investing across income types
  • Malpractice and consulting liability protection
  • Retirement glide path and lifestyle planning
  • Multi-generational estate and gifting strategies
  • Pension and Social Security claiming optimization
  • Review and supplementation of group disability coverage

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.

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Your Team

A unified in-house team

of planners, investors, accountants, and estate strategists that designs — and executes — your financial plan.

Your Person

A hand-picked advisor

who is focused on serving you, not on finding new clients.

Your Portfolio

An institutional-grade portfolio

personalized to you and managed by a team of 100+ investment professionals, not just one advisor.

Your Firm

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.

$99B
Client Assets*
110+
Offices Nationwide
1620
Team Members

Frequently Asked Questions

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The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Mercer Global Advisors, Inc. is engaged, or continues to be engaged, to provide investment advisory services.

*Company statistics as of 3/31/26. 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.