Mercer Advisors

Mercer Advisors

Why Mercer Advisors
We exist so that you don’t have to worry about money.
- A Family Office For Your Family
  to help amplify and simplify your financial life — and your family’s future.
  - A Unified In-House Team
    of planners, investors, accountants, and estate specialists that designs — and executes — your financial plan.
  - A Hand-Picked Wealth Advisor
    who is focused on serving you, not on finding new clients.
  - An Institutional-Grade Portfolio
    that is tailored specifically for you, and managed by a team of 100+ investment professionals (not just one advisor).
  - A Boutique Fiduciary with National Strength
    that combines intimate service and sophisticated capability, and only acts in your best interest.
Delivering Solutions
We connect the dots of your financial life by unifying financial planning, investment management, tax, estate, insurance, and more.
Core Solutions

Financial Planning

Tax Planning & Preparation

Investment Management

Estate Planning

Insurance Solutions

Trustee Services
Specialty Solutions
Working Together
We believe in meeting you where you are.
Our Team

Our Advisory Team
More than 430+ advisors to choose from.

Engaging Us

Wealth Stages
White-glove service, tailored to your needs.
Our Locations

Full-service wealth management where you are.

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Browse insights and podcasts from our advisors and specialists.
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What Clients Ask

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Latest

Tax Planning

Webinar

Smart Savings for the Next Generation: Understanding 529 Plans and Trump Accounts

May 21, 2026

Women & Wealth

Article

5 Smart Tax Tips for Widows

May 21, 2026

Retirement

Article

2026 Tax Strategies with Roth Conversions

May 15, 2026

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FAQs

FAQs

May 21, 2026

How can filing jointly in the year of my spouse’s death help me?

FAQs

May 21, 2026

How do I find a wealth advisor experienced in helping widows manage their finances?

FAQs

May 21, 2026

Which is better for surviving spouses — keeping an inherited IRA or rolling it into my own IRA?

FAQs

May 21, 2026

Do I need to immediately take required minimum distributions (RMDs) from my spouse’s inherited IRA?

FAQs

May 21, 2026

Should I sell my primary residence soon after my spouse passes away?

FAQs

May 21, 2026

How does the qualifying surviving spouse tax filing status work?

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“Mercer Advisors” is a brand name used by several affiliated legal entities owned by Mercer Advisors, Inc., including, Mercer Global Advisors, Inc., an SEC registered investment adviser providing investment advisory and family office services; Mercer Advisors Private Asset Management, Inc., an SEC registered investment adviser providing discretionary investment management services to affiliated private funds; Mercer Advisors Tax Services LLC, a tax services and accounting firm; Heim, Young and Associates, Inc., (MA Brokerage Solutions) a broker/dealer, member FINRA/SIPC; and Mercer Advisors Insurance Services LLC, (MAIS) an insurance agency. All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER® certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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