Mercer Advisors

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.

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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
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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.

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Awards

For media inquiries, please reach out to media@merceradvisors.com.

View All In the News Awards Press Releases

24 Advisors Named to Forbes 2025 Best-In-State Wealth Advisors

April 8, 2025

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Mercer Advisors Recognized by Women We Admire on The Top 50 Women Leaders in Finance for 2025

February 21, 2025

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Markets Group 2025 Elite Private Wealth CIOs List Recognizes CIO Don Calcagni 

February 20, 2025

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12 Advisors Named to Forbes 2025 Top Women Wealth Advisors Best-In-State List

February 14, 2025

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Mercer Advisors Named Women in Wealth Advocate at the 2025 Private Asset Management Awards

February 7, 2025

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Mercer Advisors Recognized by ThinkAdvisor Luminaries Awards 2024

December 17, 2024

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Mercer Advisors

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888.920.1320

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Client Resources
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Mercer Advisors for Your Organization
- Business Retirement Plans
- Endowment & Foundation Services

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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.

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How We Work
Wealth Path
Ascend Group

How We Work
Wealth Path
Ascend Group

For Individuals:

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

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

For Businesses & Nonprofits:

Business Retirement Plans
Endowments & Foundations

Business Retirement Plans
Endowments & Foundations

Find an Advisor
Locations
Advisory Team Directory

Find an Advisor
Locations
Advisory Team Directory

Insights
Podcasts
Newsroom

Insights
Podcasts
Newsroom

Partner With Us

Partner With Us

Careers

Careers

Client Login
Mercer Advisors Client Portal
Investment Accounts
Financial Planning Portal

Client Login
Mercer Advisors Client Portal
Investment Accounts
Financial Planning Portal

Contact Us

Contact Us

Client Relationship Summary

Client Relationship Summary

Understanding Qualified Small Business Stock (QSBS)

Awards

24 Advisors Named to Forbes 2025 Best-In-State Wealth Advisors

Mercer Advisors Recognized by Women We Admire on The Top 50 Women Leaders in Finance for 2025

Markets Group 2025 Elite Private Wealth CIOs List Recognizes CIO Don Calcagni

12 Advisors Named to Forbes 2025 Top Women Wealth Advisors Best-In-State List

Mercer Advisors Named Women in Wealth Advocate at the 2025 Private Asset Management Awards

Mercer Advisors Recognized by ThinkAdvisor Luminaries Awards 2024

Ready to learn more?

Call Me Soon

Schedule a Call

Let’s get started.

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Markets Group 2025 Elite Private Wealth CIOs List Recognizes CIO Don Calcagni 