Mercer Advisors
Sharing Knowledge

Question

What should I expect in my first meeting with a financial advisor?

Answer

An initial meeting often focuses on understanding financial goals, current assets, income sources, and long-term priorities. Advisors may ask questions about risk tolerance, family circumstances, and major financial objectives. Clients can also ask about services, fees, and how recommendations are developed.

Related FAQs

What information should I bring to a meeting with a financial advisor?

How often should I meet with my financial advisor?

How are financial advisors typically compensated?

What certifications should a financial advisor have (CFP, CFA, CPA)?
What Clients Ask FAQs
Last Updated Aug. 5, 2026
Previous Next

Further Learning

Listen
Investment Management Podcast

Episode 38 – The Science of Investing

CIO Don Calcagni unpacks why active investing underperforms, why indexing is a smart start, and how factor investing can improve your long-term returns.

Listen
Financial Planning Podcast

Episode 524 – Generational Wealth

John Walker and Jason O’Meara break down the mindsets and strategies that help families grow and preserve generational wealth across decades.

Financial Planning Article

How To Open a Trump Account for Your Child

Trump Accounts (Section 530A) let families invest up to $5,000 a year for any child under 18 — plus a $1,000 federal pilot contribution for kids born 2025 to 2028.

Financial Planning FAQ

What happens to a Trump Account when my child turns 18?

See the answer
Back to Sharing Knowledge

About Mercer Advisors

We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.

Explore Our Solutions

Financial Planning
Estate Planning
Tax Planning & Preparation
Insurance Solutions
Investment Management
Trustee Services

Want to learn more about Mercer Advisors?

Let’s Talk