One Team Through It All
For 40 years, Mercer Advisors has been helping geologists and their families by unifying their financial lives. How? By integrating expertise in financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Because your finances work better when they work together.
How Mercer Advisors Helps Professional Geologists
As a geologist, your financial life is shaped by fieldwork, income volatility, geographic mobility, and a deep commitment to conservation and science. You face risks (and opportunities!) that most professionals never encounter.
That’s why your financial plan shouldn’t look like anyone else’s.
We don’t just understand your profession. We’ve built services specifically for it.
Here’s how we help AIPG members protect their income, manage risk, and build a legacy.
Specialized Services for Geologists
- Unified Retirement Planning Across Employers: Create a comprehensive financial plan for your family, taking into account pools of assets from different companies and accounts to simplify and strengthen your retirement.
- Strategies for Optimal Risk Management: Help protect yourself with personal, site-specific, and auto liability for remote operations.
- Income Volatility Buffering: Plan to stay financially stable during potential 6–12 month employment gaps in cyclical sectors.
- Geographic Mobility Modeling: Relocate confidently with tax, cost-of-living, and licensing guidance.
- Solo Consultant Structuring: Advice on setting up your business entity, managing reimbursements, selecting the right insurance, and optimizing taxes.
- Sector Risk Investment Overlay: Reduce double exposure to your industry with portfolio strategies tailored to your goals.
- Legacy & Conservation Planning: Build a legacy through bequests to the nonprofits you care most about, alma mater gifts, and AIPG support.
- Retirement Planning for Sole Proprietors: Use SEP IRAs, Solo 401(k)s, and cash balance plans to help secure your future.
A Family Office for Your Family
We’ve adapted the sophisticated, time-tested strategies used by ultra-high-net-worth individuals to help more families take control of their financial future.
A unified in-house team
of planners, investors, accountants, and estate strategists that designs — and executes — your financial plan.
A hand-picked advisor
who is focused on serving you, not on finding new clients.
An institutional-grade portfolio
personalized to 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.
Mercer Advisors offers the strength of a large national firm with the personal touch you expect from a local office.
TRUST WE HAVE EARNED
Read Reviews from our Clients
Helping families like yours for over 40 years and counting.
Frequently Asked Questions
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We believe in simple, transparent fees. As a fee-based fiduciary, we can remain focused on doing what’s best for you, not commissions.
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Absolutely. We specialize in building liquidity buffers and income smoothing strategies tailored to people who work in industries like geosciences. Whether you’re facing a 6-month project gap or planning for retirement in a volatile sector, we can help you stay financially stable, even when your industry isn’t.
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At Mercer Advisors, the phrase “unified in-house team” refers to our integrated group of professionals — financial planners, investment managers, tax advisors, estate strategists, insurance specialists, and other professionals — who collaborate to design and execute your comprehensive financial plan. This unified approach helps ensure all aspects of your financial life are working together.
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No. We understand that many AIPG members are independent consultants. We can help you structure your business (LLC/S-corp), manage reimbursed mileage, secure site-specific liability coverage, and optimize taxes, all within the same team.
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We offer coordination and strategy. Through AIPG’s partnership with Chubb, members access specialized insurance for fieldwork and liability. We work directly with Chubb to integrate your coverage into a unified financial plan, helping ensure it aligns with your income, assets, and long-term goals. The result? Comprehensive protection, streamlined planning, and fewer gaps.
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Not at all. It’s automatically applied when you schedule a consultation as an AIPG member. No promo code or paperwork required.
