Mercer Advisors
Sharing Knowledge

What Clients Ask

The most important conversations in financial planning often start with a question — about how to choose an advisor, what to expect from comprehensive wealth management, or how a specific strategy actually applies to your situation. At Mercer Advisors, our “What Clients Ask” section gives you direct, plain-language answers to the questions our clients bring us most often, so you can approach your own financial planning with greater clarity and confidence. Explore the resources below for straightforward answers to the financial questions that matter most.

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.

What Clients Ask Article

Why One Team Can Simplify Your Financial Life

Mercer Advisors brings wealth planning, investment management, taxes, estate, and retirement under one coordinated team for integrated and aligned financial outcomes.

A financial advisor helping their client
What Clients Ask Article

What Does a Financial Advisor Do (and Why You Might Need One)

Wondering what exactly a financial advisor does and whether you need one? Learn what they do and how to choose one.

What to Consider When Looking for an Advisor
What Clients Ask Article

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.

man sitting and talking with a financial advisor
What Clients Ask Article

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

If you’re considering hiring a financial advisor, learn how fiduciary responsibility makes a difference. Understanding how a fiduciary operates may help you choose the right trusted advisor.

What Clients Ask FAQ

How do I fire my financial advisor?

See the answer
What Clients Ask FAQ

What’s the difference between a financial advisor, wealth manager, and financial planner?

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What Clients Ask FAQ

What credentials should a financial advisor have?

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What Clients Ask FAQ

What is the SALT cap in 2026?

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What Clients Ask FAQ

What’s the difference between fiduciary and suitability standards?

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What Clients Ask FAQ

What is a fiduciary financial advisor?

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What Clients Ask FAQ

How much money do I need to hire a wealth manager?

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What Clients Ask FAQ

Is a 1% financial advisor fee worth it?

See the answer

Further Learning

Listen
Investment Management Podcast

Episode 39 – Financial Planning Is a Prerequisite to Successful Investing

Don Calcagni, Chief Investment Officer, breaks down why financial planning should be the essential first step to building, sustaining, and transferring wealth.

Listen
Investment Management Podcast

Episode 525 – Investment Philosophy vs. Strategy

Discover how your core beliefs shape investment decisions. John Walker and Jason O’Meara break down philosophy vs. strategy for long-term success.

Women & Wealth Guide

Retirement Planning for Single Women: A Complete Guide

A practical guide to retirement planning for single women — covering Social Security, long-term care, estate planning, and an age-specific checklist.

Women & Wealth Article

Beyond Business Growth: Wealth Planning for Women Founders

Many women founders face a three-way financial pull. Learn how to help protect personal wealth, optimize taxes, and plan your business exit — all at once.

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.

Explore Our Solutions

Financial Planning
Estate Planning
Tax Planning & Preparation
Insurance Solutions
Investment Management
Trustee Services

Want to learn more about Mercer Advisors?

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