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.
Delivering Solutions
We connect the dots of your financial life by unifying financial planning, investment management, tax, estate, insurance, and more.
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Estate Planning
Insurance Solutions
Trustee Services
Specialty Solutions
Working Together
We believe in meeting you where you are.
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Our Advisory Team
More than 350 advisors to choose from.

Engaging Us

Wealth Stages
White-glove service, tailored to your needs.
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Articles, market commentary, and resources to support your financial journey – from investing to retirement and beyond.

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Benefits of Refreshing Your Retirement Plan Design
Redesign your 401(k) plan to align with today’s workforce. Learn 7 features to boost participation and fiduciary compliance.

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Market Commentary
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Taxes
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Family & Finance

Navigating Financial and Emotional Surprises in Retirement

March 11, 2025

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Understanding Potential Income, Estate, and Gift Tax Changes Under the Trump Administration

March 10, 2025

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Financial Tips for Women From Women: Helping You Succeed

March 7, 2025

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Who Is Managing Your Employer-Sponsored 401(k)?

March 6, 2025

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Worrying About Money Can Happen to Anyone

March 6, 2025

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The Importance of Insurance Protection in Financial Planning

March 5, 2025

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Overcoming Challenges Faced by Female Breadwinners

March 4, 2025

5 Tips to Fund College Smartly

February 27, 2025

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Understanding Identity Theft Protection. Is It Right for You?

February 25, 2025

Is It Worth Buying an Expensive Trip for My Family?

February 19, 2025

Form 1099-K: Reasons You Might Receive It and How to File It

February 18, 2025

Financial Love: Building a Strong Financial Future Together

February 14, 2025

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Personal Finance

Money Lessons We Didn’t Learn From Our Parents

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5 Questions To Ask Your Wealth Advisor in Volatile Markets

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Financial Planning 101: How To Start

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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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For Individuals:

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