Mercer Advisors
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Financial Planning

Learn how to meet your long-term financial goals with insights on holistic financial planning that incorporates goal analysis, asset allocation, tax planning, and more.

man meeting with a financial advisor in office, shaking hands
Financial Planning Article

Questions to Ask When Choosing a Financial Advisor

Looking for a financial advisor? Asking the right questions to find someone who’s going to work in your best interest is key.

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Financial Planning Podcast

Episode 519 – Good Debt, Bad Debt: Know the Difference

Explore the pros and cons of debt with John Walker and Jason O’Meara. Learn how to manage credit cards, auto loans, and mortgages to reach your financial goals.

Financial Planning Article

Estate Planning for Widows and Widowers: Strategies for Protecting Your Wealth

Navigate the complexities of widowhood with our comprehensive guide to estate planning. Explore wealth strategies for taxes, trusts, and legacy protection.

Financial Planning Article

Why Getting the First Years Right May Matter Most

Retirement planning should account for more than life expectancy. Learn how to align retirement spending, lifestyle goals, and income strategy with your healthiest and most active years.

Financial Planning Guide

Investing in Horses: Risks, Returns, and How to Integrate Equine Assets Into Your Wealth Plan

A practical guide to investing in horses, including risks, costs, liquidity, and how equine assets fit into a long-term wealth plan.

Financial Planning Article

Employer Contributions to Trump Accounts Explained 

New guidance clarifies how employers can contribute to Trump Accounts, including limits, tax treatment, and required reporting.

Financial Planning Guide

Divorced, Not Derailed: Your Roadmap to Economic Freedom™

Learn how a financial advisor can advocate for your financial future and relieve the burden of stress related to your divorce.

Financial Planning Guide

Suddenly Inheriting Wealth In Early Adulthood or Midlife

This guide aims to help you navigate the complexities of sudden wealth inheritance by addressing common concerns and providing a decision-making framework.

Financial Planning Guide

Why Every Family Needs A Financial Plan: A Friendly Guide to Feeling More Confident About Your Money

An easy‑to‑follow guide that explains the core pieces of a financial plan and helps families feel more confident, prepared, and in control of their money.

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Financial Planning Podcast

Episode 517 – 7 Common Wealth Management Mistakes to Avoid

John Walker and Jason O’Meara discuss the most common wealth management mistakes and how a coordinated financial plan can help you avoid them.

A couple in Washington discussing taxes
Financial Planning Article

Washington Estate Tax Rates Roll Back in 2026

Washington lowered estate tax rates for 2026. See how the change could affect your plan and the people you want to protect.

An advisor working with their client on an RIA
Financial Planning Article

What Is an RIA? What Investors Should Know

Learn what a Registered Investment Advisor (RIA) is, how RIAs are regulated, how they differ from financial advisors, and the benefits of working with a fiduciary advisor.

Two women discussing how to use leftover funds in a 529
Financial Planning Article

Beyond Tuition: How to Repurpose Unused 529 Plan Savings

Extra 529 plan funds are flexible, with options for education, family beneficiaries, Roth IRA rollovers, ABLE accounts, or strategic withdrawals.

About Mercer Advisors

We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.

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Financial Planning
Estate Planning
Tax Planning & Preparation
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Investment Management
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Want to learn more about Mercer Advisors?

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