Mercer Advisors
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Question

Do I need a financial advisor if I already have university benefits?

Answer

We would say yes. Your university benefits provide a foundation, but a comprehensive financial plan can help you seek optimized tax efficiency, investment growth, and retirement security. We’ve found that professors, administrators and faculty often have their plates full; delegating wealth management to an integrated team often helps them save time, energy and stress.

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Higher Education FAQs
Last Updated May 14, 2026
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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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