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.
Core Solutions

Financial Planning

Tax Planning & Preparation

Investment Management

Estate Planning

Insurance Solutions

Trustee Services
Specialty Solutions
Working Together
We believe in meeting you where you are.
Our Team

Our Advisory Team
More than 370 advisors to choose from.

Engaging Us

Wealth Stages
White-glove service, tailored to your needs.
Our Locations

Full-service wealth management where you are.

See All Locations

Find a Location Near You

Zip Code
Sharing Knowledge
Browse insights and podcasts from our advisors and specialists.
Insights
Articles, market commentary, and resources to support your financial journey – from investing to retirement and beyond.

Market Commentary
Personal Finance
Investing
Retirement
Taxes
Estate Planning
Insurance Protection
Family & Finance
Webinars
Podcasts
Subscribe
The Latest Insights
Beyond Fees: What to Consider When Hiring a Wealth Advisor
Financial advisors charge various fees for their services. Understanding these fees is crucial when choosing an advisor.

Contact
Login

Investing

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

multiple generations within a family (grandmother, mother and daughter) sitting at a table looking at computer and financial statements

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

advisor using stylus to point at computer screen showing stocks

Considerations for a Long-Short Strategy to Manage Capital Gains

May 22, 2025

man sitting and talking with a financial advisor

What Does a Fiduciary Do? Understanding the Role of Trusted Advisors

May 12, 2025

Father and son sitting together looking at financial information on mobile devices

Money Lessons We Didn’t Learn From Our Parents

April 30, 2025

professional in office looking at computer and on the phone

Corrections, Recessions, Bear Markets – Oh My!

April 29, 2025

business owner in office holding papers with employees in the background

Understanding Qualified Small Business Stock (QSBS)

April 24, 2025

man meeting with wealth advisor in office

5 Questions To Ask Your Wealth Advisor in Volatile Markets

April 23, 2025

Man in his kitchen looking at his finances and investments

Financial Planning 101: How To Start

April 22, 2025

woman have a consultation with prospective financial advisor

Choosing the Right Financial Advisor: Differences Between RIAs, Wirehouses, and Broker-Dealers

April 14, 2025

A couple talking with a financial advisor in a conference room

Understanding the Difference Between Wealth Management and Asset Management

March 13, 2025

people meeting with a financial advisor in a conference room

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

March 6, 2025

Ready to learn more?

Let’s Talk

Explore More

Personal Finance

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

Market Commentary

Considerations for a Long-Short Strategy to Manage Capital Gains

May 22, 2025

Continue Browsing

An Institutional-Grade Portfolio
Professions
Tax Planning & Preparation

Mercer Advisors

Let’s Talk

888.920.1320

Quick Links
Client Resources
Corporate Information
Mercer Advisors for Your Organization
- Business Retirement Plans
- Endowment & Foundation Services

X (Twitter)LInkedIn Facebook Instagram RSS

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.

Terms & Conditions
Privacy & Security
Firm Brochure Adv Part 2A
Form CRS
Personal Information Collected
Your California Privacy Choices

Click here to connect with our team Connect with our team

Almost done! Almost done!

Request received. Request received.

How would you like to connect?

To explore if Mercer Advisors is a good fit for you, the next step is a short conversation with one of our team members. Please select a way we can get in touch.

Call Me Soon

Our team will call you soon to discuss your wealth management needs and answer your questions.

Schedule a Call

Select a date and time that works with your schedule.

Schedule Now →

Let’s get started.

First, fill out the form below. Next, our team will call you.

1

We'd love to get to know a little about you.

First Name

Last Name

Phone Number

2

What would you like your advisor to help you with? (Select all that apply) (Optional)

Financial PlanningStrategic Tax PlanningInvestment ManagementEstate PlanningRetirement PlanningOther

3

Why are you looking for an advisor now? (Select all that apply) (Optional)

Family / Health SituationProfessional ChangeFinancial WindfallUnhappy With Advisor(s)Getting OrganizedNot Sure

4

Great! Do you work with a financial advisor today? (Optional)

Yes, but need a changeYes, but have too manyNo, but I had oneNo, never worked with one

5

When would you like to improve your financial strategy? (Optional)

As soon as possible.Within 3-6 months.Within the next year.No specific time frame.

6

Almost there! How much do you have saved in cash and investments? (Optional)

E.g., brokerage accounts (e.g., stocks, ETFs), savings, checking, CDs, 401(k), IRA, 403(b)

Less than $300,000$300,000+$1 Million+$3 Million+$10 Million+ $30 Million+

7

One last question as we wrap up! (Optional)

Anything else you’d like us to know before you speak with an advisor?

By submitting this information, you are selecting to receive promotional communications from the Mercer Advisors team. If you are a California resident and interested in learning more about personal information we may collect, please click here.

reCAPTCHA helps prevent automated form spam.

The submit button will be disabled until you complete the CAPTCHA.

← Back

Three quick steps to schedule a call with our team.

Prefer to call us?

888.920.1320

How We Work
Ascend Group

How We Work
Ascend Group

For Individuals:

Tax Planning
Trustee Services

Tax Planning
Trustee Services

For Businesses & Nonprofits:

Business Retirement Plans
Endowments & Foundations

Business Retirement Plans
Endowments & Foundations

Find an Advisor
Locations
Advisory Team Directory

Find an Advisor
Locations
Advisory Team Directory

Insights
Podcasts
Newsroom

Insights
Podcasts
Newsroom

Partner With Us

Partner With Us

Careers

Careers

Mercer Advisors Client Portal
Investment Accounts
Financial Planning Portal

Mercer Advisors Client Portal
Investment Accounts
Financial Planning Portal

Client Relationship Summary

Client Relationship Summary