Skip to main content

Sign up to receive insights delivered directly to your inbox:


A Holistic Financial Strategy Can Help Busy Women Tackle their Financial Goals

Women are busier than ever during the pandemic, but overall wellness should also include financial preparedness. At Mercer Advisors, we can help you find a holistic solution for professional women to kill two birds with one stone by answering financial questions while saving valuable time.

Kristen Kestel,

Jul 8, 2020

Read More


Passing-On Insurance Policies Tax Free

With the SECURE Act changes, an ILIT may help minimize tax liability for your beneficiaries.

Mercer Advisors,

Feb 25, 2020

Read More


Avoid The Perils Of Market (Mis) Timing

Markets have recently reach an all-time high, but what do you do when the market declines? Do you struggle with the impulse to sell all your stocks? While we are hardwired to dislike losses twice as much as we enjoy gains, this behavioral response also can cause us to miss out on the gains that follow. Read more here.

Larry Solomon,

Nov 1, 2019

Read More

Talk to Us.