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Question

How can I tell if my financial advisor is acting in my best interest?

Answer

You can evaluate whether an advisor is acting in your best interest by reviewing their fiduciary obligations, compensation structure, and disclosures. Advisors should explain recommendations clearly and disclose potential conflicts. Clients can ask questions whenever they need clarification.

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What Clients Ask FAQs
Last Updated Aug. 5, 2026
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Further Learning

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Investment Management Podcast

Episode 38 – The Science of Investing

CIO Don Calcagni unpacks why active investing underperforms, why indexing is a smart start, and how factor investing can improve your long-term returns.

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Financial Planning Podcast

Episode 524 – Generational Wealth

John Walker and Jason O’Meara break down the mindsets and strategies that help families grow and preserve generational wealth across decades.

Financial Planning Article

How To Open a Trump Account for Your Child

Trump Accounts (Section 530A) let families invest up to $5,000 a year for any child under 18 — plus a $1,000 federal pilot contribution for kids born 2025 to 2028.

Financial Planning FAQ

What happens to a Trump Account when my child turns 18?

See the answer
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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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