Look for a fiduciary, fee-based registered investment advisor (RIA) that offers integrated tax and financial planning — not just portfolio management. Mercer Global Advisors offers comprehensive wealth management that coordinates tax, investment, and estate planning in a single relationship. If you’re a client and not using Mercer Advisors tax planning and preparation services, discuss them with your wealth advisor. If you’re not a client, a complimentary consultation with a Mercer Advisors wealth advisor may be a good first step in assessing whether your current approach is leaving planning value on the table.
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.
