Mercer Advisors
Newsroom
CardRates

CEO Dave Welling Speaks with CardRates about our Financial Planning Services for Families

February 10, 2021

Dave Welling speaks with CardRates about our financial planning services that help families build for the future and avoid credit pitfalls. Read what Dave believes differentiates us from other financial firms and how we better meet the needs of our clients here.

View Source

More News and Awards

November 19, 2025

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

Learn more
November 14, 2025

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

Learn more
November 14, 2025

Nasdaq Turns Positive as Tech Stocks Recover Some Ground

Learn more

Ready to learn more?

Let’s Talk

Explore More

A lady looking at her financials after following social media
Financial Planning

The Hidden Risks of Taking Financial Advice From Social Media

November 13, 2025

Retirement

Mixing Social Security and IRA Withdrawals for Tax Benefits

November 12, 2025

Market Commentary

Building a Fortress Balance Sheet: Insights From Our CIO

November 11, 2025

Continue Browsing