Mercer Advisors

Sharing Knowledge

Loading…
Filters +
Results for:
Clear All
What Clients Ask Article

Why One Team Can Simplify Your Financial Life

Mercer Advisors brings wealth planning, investment management, taxes, estate, and retirement under one coordinated team for integrated and aligned financial outcomes.

An advisor working with their client on an RIA
Financial Planning Article

What Is an RIA? What Investors Should Know

Learn what a Registered Investment Advisor (RIA) is, how RIAs are regulated, how they differ from financial advisors, and the benefits of working with a fiduciary advisor.

Insurance Solutions Article

One Team, One Plan, One Vision: Integrated Insurance Planning

Discover how integrated insurance planning coordinated across your investments, taxes, and estate plan can help protect and preserve your wealth.

Financial Planning Article

The Role of Mercer Advisors in Supporting Nonprofit Missions

Financial advisors can be real-world partners in helping meet mission-driven goals with limited and unpredictable funding.

man meeting with a financial advisor in office, shaking hands
What Clients Ask Article

Questions to Ask When Choosing a Financial Advisor

Looking for a financial advisor? Asking the right questions to find someone who’s going to work in your best interest is key.

Team having a discussion in a meeting
Tax Planning Article

Taxes and Wealth Management: Better Together With a Unified Team

Our integrated tax and wealth management teams work together year-round, delivering coordinated planning that helps reduce surprises and tax liability.

A pile of gold and silver
Market Commentary Article

Why We Don’t Speculate on Gold, Silver, and Crypto: Insights From Our CIO

Mercer Advisors CIO Don Calcagni explains why gold, silver, and crypto should be considered “speculative assets” that do not belong in most portfolios.

Financial Planning Guide

Divorced, Not Derailed: Your Roadmap to Economic Freedom™

Learn how a financial advisor can advocate for your financial future and relieve the burden of stress related to your divorce.

Family & Health Webinar

Navigating Medicare: Your Guide to Open Enrollment Success

A practical guide to Medicare basics, open enrollment, Part D updates, and choosing Medigap or Medicare Advantage within your financial plan.

man standing in front of house smiling
Estate Planning Article

Navigating Real Estate Transfers to Trusts: What You Need to Know

Learn how to fund real estate into a trust, avoid probate, and ensure proper insurance and title coverage.

A real estate agent managing her write offs
Tax Planning Article

15 Legitimate Tax Write-Offs for Real Estate Agents To Track

Help reduce your taxable income and learn smart tax planning strategies through real estate agent wealth management.

A man talking with his doctor about different medication and their costs
Retirement Article

Medicare Costs are Rising in 2026: How To Prepare

Medicare premiums and out-of-pocket costs are rising in 2026. Learn how to prepare, reduce expenses, and explore plan options.

Man Thinking About Property Transfers Before Death in Estate Planning
Estate Planning Article

Estate Planning: Navigating the Emotional Journey of Property Transfers Before Saying Goodbye 

The rules for transferring property before death can be complex. Learn the basics to help avoid unexpected tax consequences.

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