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Professions

Your profession shapes your income structure, your tax opportunities, and your financial planning needs in ways that a one-size-fits-all approach can’t adequately address. At Mercer Advisors, we offer profession-specific financial guidance for dentists, professional athletes, real estate agents, academics, and creative professionals — covering tax strategies, deductions, retirement plans, and exit planning tailored to the realities of your career. Browse the resources below for financial guidance designed with your profession in mind.

Professions Article

Incentive Stock Options: From Equity to Tax Strategy for Tech Professionals

Navigate the complexities of incentive stock options (ISOs). Learn about AMT, vesting, and strategic planning to help protect and grow your established wealth.

Professions Article

United Airlines Pilot Retirement: Key Decisions To Consider

Explore key financial decisions for United Airlines pilots to make three to five years before retirement: PRAP strategy, pension elections, and Medicare planning.

Professions Article

Delta Pilots: 7 Retirement Decisions to Consider

An overview of Delta pilot pension elections, Delta pilot 401(k) strategy, NQDC planning, Social Security timing, insurance gaps, and estate documents for pilots nearing retirement.

Professions Guide

The Real Estate Agent’s Smart Tax and Retirement Playbook

Understanding your options and making confident decisions can help you build long-term wealth and reduce your tax burden.

A dentist with a patient
Professions Article

Wealth Management FAQs for Dentists

Get answers to questions about taxes, retirement planning, practice valuation, and long‑term financial strategies.

Professions FAQ

What is own-occupation disability insurance?

See the answer
Professions FAQ

ISO vs. NSO — what is the difference?

See the answer
Professions FAQ

Where can I find guidance on incentive stock option timing?

See the answer
Professions FAQ

How do I exercise my incentive stock options?

See the answer
Professions FAQ

What is an incentive stock option?

See the answer
Professions FAQ

How does the CPRP benefit differ from the PBGC for United pilots?

See the answer
Professions FAQ

What’s the difference between the RHA and the CBP for United pilots?

See the answer
Professions FAQ

How do I access the PCRA brokerage window inside my PRAP?

See the answer

Further Learning

man meeting with a financial advisor in office, shaking hands
What Clients Ask Article

Questions to Ask When Choosing a Financial Advisor

Discover the essential questions to ask when choosing a financial advisor — covering fiduciary duty, compensation models, and team approach.

Investment Management Article

Financial Planning Is a Prerequisite to Successful Investing

At Mercer Advisors, financial planning often serves as the starting point for investing decisions. It is the foundation of our evidence-based investing principles.

Estate Planning Guide

The Family Guide to Estate Planning: Helping To Protect What You’ve Built Across Generations

Explore wills, trusts, beneficiary traps, POAs, estate tax changes, inherited IRAs, gifting, and family conversations in one comprehensive planning guide.

Investment Management Article

Portfolio Diversification: How To Build a More Resilient Investment Strategy

Learn how a coordinated strategy may help manage risk and support your long-term goals.

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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