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Awards

Mercer Advisors Ranked Top 10 Firm by Dallas Business Journal

Mercer Advisors Named to Top 5 on 2026 Top First Coast Certified Financial Planners List

Mercer Advisors Recognized with CEO of the Year, Next-Gen Rising Star, and Product or Service Innovation at the 2025 ThinkAdvisor Luminaries

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

Mercer Advisors Named #1 Denver-Area Wealth Management Firm by Denver Business Journal

Mercer Advisors Named Top Wealth Manager by D Magazine

Ready to learn more?

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What Are QLACs and Who Should Consider One?

Lifetime Gift Tax Exemption: Why Using It Now Could Offer Advantages Over Waiting

What Financial Independence for Women Business Owners Really Means

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Schedule a Call

Let’s get started.

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