Drew Harper

Drew Harper

CFA®, CFP®, CAIA®
Sr. Wealth Advisor

Meet Drew Harper

Drew began his wealth management career in 2006. Before joining Mercer Advisors in 2020, he served with M.J. Smith and Associates and Foos Financial Group. Drew’s areas of expertise include high-net-worth financial planning, investment management, estate planning, and insurance strategies.

Drew enjoys helping clients understand their options, gain confidence in their decisions, and feel reassured. He is committed to providing quality advice and transparency. Drew holds a Bachelor of Science degree in finance from the Metropolitan State University of Denver. He is a Chartered Financial Analyst® (CFA) charter holder and a CERTIFIED FINANCIAL PLANNER® professional.

Outside of work, Drew enjoys outdoor activities such as running, hiking, and skiing. He is also an avid fan of all Colorado sports teams and enjoys reading, and playing card and board games. Additionally, Drew volunteers at his local church, QuietWaters Ministries.

Articles by Drew Harper

Understanding UPMIFA. Is your Nonprofit in Compliance?

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5 Digital Marketing Strategies for Nonprofits

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