Mercer Global Advisors as a firm is a fiduciary adviser legally held to the highest standard — our wealth advisors must act in your best interests at all times, with a continuous duty of care and loyalty. The term “financial advisor” applies to individual professionals and could include professionals held to different standards — such as brokers regulated under Regulation Best Interest, which applies at the point of a recommendation rather than throughout the relationship. Titles such as wealth manager or investment advisor may also be used regardless of whether the professional is acting in a fiduciary capacity.
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.
