Why Mercer Advisors
We exist so that you don’t have to worry about money.
- A Family Office For Your Family
  to help amplify and simplify your financial life — and your family’s future.
  - A Unified In-House Team
    of planners, investors, accountants, and estate specialists that designs — and executes — your financial plan.
  - A Hand-Picked Wealth Advisor
    who is focused on serving you, not on finding new clients.
  - An Institutional-Grade Portfolio
    that is tailored specifically for you, and managed by a team of 100+ investment professionals (not just one advisor).
  - A Boutique Fiduciary with National Strength
    that combines intimate service and sophisticated capability, and only acts in your best interest.
Delivering Solutions
We connect the dots of your financial life by unifying financial planning, investment management, tax, estate, insurance, and more.
Core Solutions
Financial Planning
Tax Planning & Preparation
Investment Management
Estate Planning
Insurance Solutions
Trustee Services
Specialty Solutions
Working Together
We believe in meeting you where you are.
Our Team

Our Advisory Team
More than 350 advisors to choose from.

Engaging Us

Wealth Stages
White-glove service, tailored to your needs.
Our Locations

Full-service wealth management where you are.

See All Locations

Find a Location Near You

Zip Code
Sharing Knowledge
Browse insights and podcasts from our advisors and specialists.
Insights
Articles, market commentary, and resources to support your financial journey – from investing to retirement and beyond.

Market Commentary
Personal Finance
Investing
Retirement
Taxes
Estate Planning
Insurance Protection
Family & Finance
Webinars
Podcasts
Subscribe
The Latest Insights
Understanding Qualified Small Business Stock (QSBS)
Investors in QSBS can get significant tax benefits. Small companies that issue QSBS can attract those investors.

Contact
Login

Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

Let’s talk

Search by Name

Search by Zip

Northeast

Greater Philadelphia
New England
New Jersey

New York City & Long Island
Upstate New York

Select All Deselect All

Midwest

Greater Minneapolis
Greater Omaha
Illinois
Iowa

Michigan
Missouri & Kansas
Ohio Valley
Wisconsin

Select All Deselect All

Southeast

Carolinas
Florida
Georgia
Greater Washington D.C.

Mississippi
Nashville
New Orleans
Tennessee

Select All Deselect All

Southwest

Arizona
Austin & San Antonio
Dallas Fort Worth

Greater Houston
New Mexico
Oklahoma

Select All Deselect All

West

Coachella Valley
Colorado
Greater San Diego
Greater Santa Barbara
Hawaii
Idaho
Inland Northwest

Los Angeles
Orange County
Oregon
Sacramento
San Francisco Bay Area
Seattle
Utah

Select All Deselect All

Albuquerque
Allentown
Ames
Ann Arbor
Asheville
Atlanta
Austin
Bartlesville
Bellevue
Bend
Blairsville
Bloomington
Boca Raton
Boise
Boulder
Branson
Burlington
Charlotte
Cherry Hill
Chesterfield
Chicago
Cincinnati
Coeur d’Alene
Colorado Springs
Columbus
Covington
Dallas – Park Cities
Denver
Denver – Cherry Creek
Denver – Greenwood Village
Denver – Tech Center
Durham
Fairport
Fort Collins
Fort Worth – Colleyville
Franklin
Frisco
Gallatin
Granbury
Green Bay
Hockessin
Houston
Indian Wells
Jacksonville
Kahului
Ketchum
LA-Century City
League City
Leawood
Livonia
Macon
Madison
Manhasset
McLean
Memphis
Menlo Park
Minneapolis
Morristown
Mountain View – Silicon Valley
Naples
Nashua
New York
Newark
Newport Beach
Old Lyme
Omaha
Onalaska
Orlando
Pasadena
Peabody
Plano
Ponca City
Portage
Portland
Portland – South
Radnor
Raleigh
Reno
Richmond
Roanoke
Rockwall
Roseville
Salt Lake City
San Antonio
San Diego
San Diego – Sorrento Valley
San Francisco
Santa Barbara
Sarasota
Schaumburg
Scottsdale
Southlake
Spokane
Springfield
Starkville
Sugar Land
Tampa
The Woodlands
Traverse City
Tucson
Walnut Creek
Washington, DC
West Des Moines
West Hartford
Westport
Woodbridge
Woodland Hills

Wealth Advisors
Regional Vice Presidents
Core Solutions Specialists
Client Services
Executives

Search results for:

Location: Gallatin

Clear All Filters

Ready to get started?

Let’s Talk

Mercer Advisors

Let’s Talk

888.920.1320

Quick Links
Client Resources
Corporate Information
Mercer Advisors for Your Organization
- Business Retirement Plans
- Endowment & Foundation Services

X (Twitter)LInkedIn Facebook Instagram RSS

All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through select third parties unaffiliated with Mercer Advisors. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is a parent company of Mercer Global Advisors Inc. and is not involved with investment services. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER® certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Terms & Conditions
Privacy & Security
Firm Brochure Adv Part 2A
Form CRS
Personal Information Collected
Your California Privacy Choices

Click here to connect with our team Connect with our team

How would you like to connect?

To explore if Mercer Advisors is a good fit for you, the next step is a short conversation with one of our team members. Please select a way we can get in touch.

Call Me Soon

Our team will call you soon to discuss your wealth management needs and answer your questions.

Schedule a Call

Select a date and time that works with your schedule.

Schedule Now →

← Start Over

Let’s get started.

First, fill out the form below. Next, our team will call you.

1

We'd love to get to know a little about you.

First Name

Last Name

Phone Number

2

What would you like your advisor to help you with? (Select all that apply) (Optional)

Financial PlanningStrategic Tax PlanningInvestment ManagementEstate PlanningRetirement PlanningOther

3

Why are you looking for an advisor now? (Select all that apply) (Optional)

Family / Health SituationProfessional ChangeFinancial WindfallUnhappy With Advisor(s)Getting OrganizedNot Sure

4

Great! Do you work with a financial advisor today? (Optional)

Yes, but need a changeYes, but have too manyNo, but I had oneNo, never worked with one

5

When would you like to improve your financial strategy? (Optional)

As soon as possible.Within 3-6 months.Within the next year.No specific time frame.

6

Almost there! How much do you have saved in cash and investments? (Optional)

E.g., brokerage accounts (e.g., stocks, ETFs), savings, checking, CDs, 401(k), IRA, 403(b)

Less than $300,000$300,000+$1 Million+$3 Million+$10 Million+ $30 Million+

7

One last question as we wrap up! (Optional)

Anything else you’d like us to know before you speak with an advisor?

By submitting this information, you are selecting to receive promotional communications from the Mercer Advisors team. If you are a California resident and interested in learning more about personal information we may collect, please click here.

reCAPTCHA helps prevent automated form spam.

The submit button will be disabled until you complete the CAPTCHA.

← Start Over

Three quick steps to schedule a call with our team.

Prefer to call us?

888.920.1320

Core Solutions

Specialty Solutions

Our Team

Engaging Us

Our Locations

Understanding Qualified Small Business Stock (QSBS)

Meet our Advisory Team

Search results for:

Bo Bowling, CPA

Philip Bowling

Scott Paschal

Michael Stanley II, CFP®

Tammy Goad

Theresia Reid

Ready to get started?

How would you like to connect?

Call Me Soon

Schedule a Call

Let’s get started.

1

2

3

4

5

6

7