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Awards

Mercer Advisors Vice Chairman and M&A Leader Dave Barton Named M&A Leader of the Year by WealthManagement.com at the 2024 Wealthies

Mercer Advisors Named Fastest Growing RIA in Colorado

Financial Advisor Magazine Recognizes Mercer Advisors in Annual RIA Ranking

Mercer Advisors Most Recognized in AdvisorHub’s Advisors to Watch Annual Ranking

Mercer Advisors Ranked #1 Investment Manager in Colorado for 2024

Mercer Advisors Named a Top 10 Investment Advisory Firm by CEOWORLD Magazine

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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

Call Me Soon

Schedule a Call

Let’s get started.

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