Mercer Advisors
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Question

Should I hire a wealth management firm or manage my investments myself?

Answer

Managing your own investments can work if you have the time, knowledge, and discipline to stay on top of your portfolio, taxes, and estate plan. Many people find that as their wealth grows, the complexity of coordinating all these areas becomes challenging. A wealth management firm may bring a team of specialists who work together on your behalf, so you can focus on your life rather than your paperwork.

Related FAQs

What is a wealth management firm?

How do I verify a wealth advisor’s credentials and complaint history?

How do wealth management fees compare across different firm types?
What Clients Ask Financial Planning Portfolio Management Asset Protection Retirement Planning Tax Basics Protecting Your Legacy FAQs
Last Updated Oct. 26, 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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