Yes — at all times, in every advisory relationship. That distinction matters. Some financial professionals act as fiduciaries only in certain accounts or capacities, switching standards depending on the product or service. Mercer Advisors is a registered investment adviser with the SEC and is held to the fiduciary standard on all advisory work, meaning it is legally required to place each client’s interests ahead of its own, provide advice with reasonable care, and disclose material conflicts of interest. When evaluating any advisor, ask when their fiduciary duty applies — not just whether they call themselves a fiduciary.
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.
