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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Navigating Real Estate Transfers to Trusts: What You Need to Know
Learn how to fund real estate into a trust, avoid probate, and ensure proper insurance and title coverage.

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

Q2 Market Outlook: What Does Q2 Hold for Investors?

April 21, 2025

Woman sitting at kitchen table looking at financial papers

Mercer Advisors Women Talk Money: 2025 Insights

March 12, 2025

The Election Is Over, Now What? Webinar

December 9, 2024

Medicare’s Game-Changing Updates: What You Can’t Afford to Miss Webinar

October 10, 2024

Countdown To TCJA Expiration: Tax Strategies for 2024 and Beyond Webinar

September 30, 2024

Q3 Market Outlook Webinar: The Presidential Election, Inflation, Stocks, and More

July 25, 2024

Medicare Made Simple Recorded Webinar

June 12, 2024

Q2 Market Outlook: The Fed, Stocks, Inflation, and Portfolios in an Election Year

April 25, 2024

Q1 Market Outlook Webinar: Capital Markets Update and Outlook

January 26, 2024

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Q2 Market Outlook: What Does Q2 Hold for Investors?

April 21, 2025

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Mercer Advisors Women Talk Money: 2025 Insights

March 12, 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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Navigating Real Estate Transfers to Trusts: What You Need to Know

Media

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Medicare 101

Q2 Market Outlook: What Does Q2 Hold for Investors?

Mercer Advisors Women Talk Money: 2025 Insights

Q1 Market Outlook Webinar

The Election Is Over, Now What? Webinar

Q4 Markets Outlook Webinar

Medicare’s Game-Changing Updates: What You Can’t Afford to Miss Webinar

Countdown To TCJA Expiration: Tax Strategies for 2024 and Beyond Webinar

Q3 Market Outlook Webinar: The Presidential Election, Inflation, Stocks, and More

Medicare Made Simple Recorded Webinar

Q2 Market Outlook: The Fed, Stocks, Inflation, and Portfolios in an Election Year

Q1 Market Outlook Webinar: Capital Markets Update and Outlook

Ready to learn more?

Explore More

Medicare 101

Q2 Market Outlook: What Does Q2 Hold for Investors?

Mercer Advisors Women Talk Money: 2025 Insights

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