Why Mercer Advisors
We exist so that you don’t have to worry about money.
- A Family Office For Your Family
  to help amplify and simplify your financial life — and your family’s future.
  - A Unified In-House Team
    of planners, investors, accountants, and estate specialists that designs — and executes — your financial plan.
  - 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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We connect the dots of your financial life by unifying financial planning, investment management, tax, estate, insurance, and more.
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Market Commentary

View All Market Commentary Personal Finance Investing Retirement Taxes Estate Planning Insurance Protection Family & Finance

International Stocks Win Again: Insights From Our CIO

May 6, 2025

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Corrections, Recessions, Bear Markets – Oh My!

April 29, 2025

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Q2 Market Outlook: What Does Q2 Hold for Investors?

April 21, 2025

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After the Fall: Four Questions for Investors: Insights From Our CIO

April 17, 2025

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The Fallacy of Selling and Waiting Until Markets Calm Down: Insights From Our CIO

April 9, 2025

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Portfolios Built for Moments Like This: Insights From Our CIO

April 8, 2025

A Reversal for the Magnificent Seven

April 2, 2025

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Investing Opportunities in Chaotic Markets

March 21, 2025

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Watching the Market’s Weakness: Insights From Our CIO

March 11, 2025

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Why We Talk About “Investment Programs” Instead of “Model Portfolios”

February 28, 2025

Tariffs, Trade, and Markets: Insights From Our CIO

February 3, 2025

Initial Thoughts on the DeepSeek Selloff: Insights From Our CIO

January 28, 2025

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Market Commentary

International Stocks Win Again: Insights From Our CIO

May 6, 2025

Market Commentary

Corrections, Recessions, Bear Markets – Oh My!

April 29, 2025

Market Commentary

Q2 Market Outlook: What Does Q2 Hold for Investors?

April 21, 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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