Why Mercer Advisors
We exist so that you don’t have to worry about money.
- A Family Office For Your Family
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  - 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.
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How to Build an Investment Plan for Different Life Stages
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How to Build an Investment Plan for Different Life Stages

June 9, 2025

RSUs 101: A Tech Professional’s Guide to Equity, Tax Strategy, and Financial Planning

June 6, 2025

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Your Mid-Year Financial Check-In: 5 Tips To Stay on Track

June 5, 2025

Washington State Enacts Tax Reforms: Estate and Capital Gains Changes Now Law

June 4, 2025

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The House Tax Bill: Analyzing the SALT Cap

June 3, 2025

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Estate Planning for Young Professionals: Take Control of Your Legacy

June 2, 2025

The Downgrade of U.S. Government Debt: Insights From Our CIO

May 30, 2025

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Navigating 529 Plans: 11 Features You Need To Know

May 29, 2025

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Trusts 101: What Type Is Right For You?

May 28, 2025

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Economic Freedom™ for Millennials: Setting a Strong Foundation for the Future

May 27, 2025

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Considerations for a Long-Short Strategy to Manage Capital Gains

May 22, 2025

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11 Factors to Consider in an Early Retirement Package

May 22, 2025

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How to Build an Investment Plan for Different Life Stages

June 9, 2025

Investing

RSUs 101: A Tech Professional’s Guide to Equity, Tax Strategy, and Financial Planning

June 6, 2025

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Your Mid-Year Financial Check-In: 5 Tips To Stay on Track

June 5, 2025

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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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