Mercer Advisors
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Question

Isn’t my CFO or CPA already handling my financial planning?

Answer

Your CFO manages company finances. Your CPA handles tax filings. We coordinate with both, but our role is to integrate your business and personal financial strategy, model scenarios, and proactively plan for what’s next.

Related FAQs

Do I really need a financial advisor before I have liquidity?

What if I don’t end up having a big exit?

Will I lose control of my equity or decisions?
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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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Financial Planning
Estate Planning
Tax Planning & Preparation
Insurance Solutions
Investment Management
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