Mercer Advisors

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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.

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.

Estate Planning Guide

The Family Guide to Estate Planning: Helping To Protect What You’ve Built Across Generations

Explore wills, trusts, beneficiary traps, POAs, estate tax changes, inherited IRAs, gifting, and family conversations in one comprehensive planning guide.

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.

Market Commentary Article

How SpaceX’s Performance Underscores Our Caution on IPO Investing

SpaceX stock has fallen sharply since its public trading debut, a reminder of why investing around the hype of IPOs can be treacherous.

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.

Investment Management Article

Financial Planning Is a Prerequisite to Successful Investing

At Mercer Advisors, financial planning often serves as the starting point for investing decisions. It is the foundation of our evidence-based investing principles.

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?

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