Question

What should I look for in a financial advisor as a single woman over 50?

Answer

Look for a fiduciary advisor who takes a comprehensive approach — coordinating investments, tax planning, insurance, and estate planning — and who has direct experience working with single women. At Mercer Advisors, we start with your goals, not your portfolio, and will use your full financial picture as the basis for planning.

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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