Meet Mariana
Mari is a Sr. Wealth Advisor based in Atlanta, Georgia. She joined Mercer Advisors in 2021 through the acquisition of Atlanta Financial where she served as a Wealth Manager. Mari has always had a passion for helping and serving others. She supports clients at all stages of life, from early in their career to retirement, focusing on helping them find financial confidence. She earned her B.S. degree in financial planning from The University of Georgia and is a CERTIFIED FINANCIAL PLANNER® professional.
Mariana’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Mariana has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Financial strategy for clients who are divorced and divorcing, including asset division and long-term planning
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Helping single women manage wealth on their own terms, with strategies aligned to their lifestyle and priorities
- For women breadwinners, financial strategies to support their families and long-term goals
Her working style
Mari is known for building deep, lasting trust with clients as they navigate some of their most meaningful life decisions — not just the financial ones. Her approach is centered on a living, evolving financial plan that adapts as their goals, priorities, and wishes naturally change over time. She is committed to fostering strong relationships not only with her clients, but also with the people they care about most, supporting families across generations with clarity and continuity.
Mariana in real life
What keeps you busy outside of work?
I stay busy outside of work by exploring new cultures through travel, discovering fresh restaurants and experiences around Atlanta, and staying active — often by working on my ever-evolving, patience‑building golf game.
Any words you try to live by?
“I believe we’re at our best when we look out for one another — supporting our communities, lifting each other up, and creating a foundation where every family can move forward with confidence and purpose.”
What makes you tick?
What drives me is a genuine desire to make sure people feel supported and cared for, a value shaped by losing my dad at a young age as an only child. That experience taught me how powerful it is to have someone in your corner, and it’s why I pour that same support into my clients, my community, and the people I love. It also fuels my commitment to working closely with women, knowing how life’s transitions can reshape financial realities, and how meaningful it is to have a trusted guide through those moments.
Mariana’s snapshots
Meet Mariana’s Teammates
Anuska Kovalcheck
Wealth Advisor
What Mariana Says
I have had the pleasure of working alongside Anuska since I started my career at Atlanta Financial, the legacy firm that brought me to Mercer Advisors through M&A. In our time together, I have seen Anuska blossom from client service to her role of Wealth Advisor! She has been nothing short of a dedicated worker for her clients and her team. Anyone who knows Anuska knows she has a great heart and an incredible work ethic!
William Howard
Wealth Advisor
What Mariana Says
Working alongside Will in a team structure, I can say with confidence that he really loves what he does and focusing on client success is his number one motive. He’s a fantastic advisor with a vast range of knowledge.
Cathy Miller
Partner
What Mariana Says
Cathy has been my mentor for many years, and I’m always amazed at how much I continue to learn from her. I’m so fortunate to have been shaped by her as an advisor, as she is passionate about making sure her clients can achieve financial success and she brings many years of expertise to the table!
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Five Star Wealth Managers 2025: Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.
Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology. No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.