Medicare Made Simple

Laura Combs, CFP®

Executive Managing Director

Josh DeForest, CFA, CFP®

Executive Managing Director

Summary

With more than 24,000 varieties of Medicare plans in the market, choosing the right plan at the right time can be a complex process. That’s why Mercer Advisors has partnered with Chapter, a leading tech-driven Medicare advisor, to better guide our clients aged 64 and older in optimizing their coverage.

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Why do you work so hard?

Welcome to a
new kind of wealth management

Welcome to a
new kind of wealth management

that gets you to think about
money like you’ve never
thought about it before

You can be so busy building wealth, chances are you rarely stop to ask yourself ‘what’s it all for?’ That’s where we come in. Because to us, wealth management is much more than managing your portfolio.
You can be so busy building wealth, chances are you rarely stop to ask yourself ‘what’s it all for?’ That’s where we come in. Because to us, wealth management is much more than managing your portfolio.

What
makes us
different?

We help you connect all the dots of your financial life

Unlike most firms, our wealth advisors bring
together an in-house, national team with
specialized expertise across financial
planning, investments, tax strategies,
estate, corporate trusts, insurance and
more. They’re all communicating with each
other, about you and with you.

So instead of doing all the legwork,
connecting all the financial dots yourself, our
talented advisors are ready to take that
weight off your shoulders.

What’s
your
money
for?

Because money without purpose is just paper

The most life-changing financial plans start with really big questions because ultimately, money is a means to an end. That end is you living the life you want, when you want.

We put
your
best
interest

at the heart of
everything we do

We don’t tell you what you want to hear, we advise and recommend based on what we truly believe is best for your individual situation, so you can make wiser decisions.

Investing isn’t about
hitting home run

It’s about avoiding the strike outs

Our investment philosophy is based on so much more than just returns

Academic

Our investment strategies are rooted in science and research. They’re designed to incorporate the best thinking available when it comes to portfolio design and manager selection.

Balanced

Our mission is to build you a globally diversified, very low cost, very tax efficient portfolio, rebalancing as circumstances change. All combined with exceptionally high quality financial planning

Innovative

We take a systematic and comprehensive approach with emphasis on saving as well as making money. Because what good are returns if your tax liabilities cancel them out?

Who do you
really work
for?

Our financial plans are
built around your true
priorities in life

Helping you focus on the ‘who’, as well as the ‘why’, is another, crucial step in our process. It mean the financial plans we create and adapt throughout your life, will always be working not just for you, but for the people you care about too.

We are uniquely committed to the wealth success of women

With twice the number of female financial advisors as the industry average, we’re at the forefront of helping women build their wealth success. So much so, that we insist that the financial planning sessions for clients in a relationship, involve both partners equally.
If you’re a female investor and wealth builder, we can help you partner with a female advisor if you desire. Through shared experiences and understanding, we can give you the best possible advice for life events particular to you.

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