In the spirit of Thanksgiving and to give our dedicated employees additional time with family, our offices will be closed from Monday, Nov. 24, through Friday, Nov. 28. We will resume normal operations on Monday, Dec. 1. If you require urgent assistance Monday, Nov. 24, through Wednesday, Nov. 26, please contact our on-call Client Services Team at 888.565.1681. Please note that only essential staff will be available during this time to assist with urgent needs.

Or, if you would like to discuss becoming a client, please contact us here.

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Kiplinger

Myths on Estate Planning for ‘Black Sheep’ Beneficiaries

December 9, 2020

Every family has one – or more – black sheep. Handing them an inheritance could be problematic, here are some tips for managing them in your estate plan. Read more here.

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Mercer Advisors Launches Art and Finance Event Series with Dialogue at McColl Center for Art + Innovation

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Mercer Advisors Honored as 5-Star Firm on Newsweek’s 2026 America’s Top Financial Advisory Firms List

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Nasdaq Turns Positive as Tech Stocks Recover Some Ground

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