Mercer Advisors
Sharing Knowledge

Question

Where can I find a wealth advisor experienced in complex estate planning?

Answer

A fee-only wealth management firm with a unified, in-house team of advisors, tax professionals, and estate strategists can provide the sophisticated guidance you need. Look for professionals who hold credentials such as the CFP® certification and have experience managing multigenerational wealth transfers.

Related FAQs

What is a durable power of attorney and why do single women especially need one?

What is the 10-year marriage rule for divorced women and Social Security?

How do I name a beneficiary if I’m not married and have no children?
Women & Wealth Widows Building Wealth Single Women Investors Women Business Owners FAQs
Last Updated June 26, 2026
Previous Next

Further Learning

Listen
Investment Management Podcast

Episode 39 – Financial Planning Is a Prerequisite to Successful Investing

Don Calcagni, Chief Investment Officer, breaks down why financial planning should be the essential first step to building, sustaining, and transferring wealth.

Listen
Investment Management Podcast

Episode 525 – Investment Philosophy vs. Strategy

Discover how your core beliefs shape investment decisions. John Walker and Jason O’Meara break down philosophy vs. strategy for long-term success.

Women & Wealth Article

Beyond Business Growth: Wealth Planning for Women Founders

Many women founders face a three-way financial pull. Learn how to help protect personal wealth, optimize taxes, and plan your business exit — all at once.

Estate Planning Article

Illinois Estate Tax: What High-Net-Worth Families Need To Know

Illinois’ $4 million estate tax exemption, far below the $15 million federal threshold, can expose high-net-worth families to unexpected state tax bills without proactive planning.

Back to Sharing Knowledge

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.

Explore Our Solutions

Financial Planning
Estate Planning
Tax Planning & Preparation
Insurance Solutions
Investment Management
Trustee Services

Want to learn more about Mercer Advisors?

Let’s Talk