Financial Planning for Life’s Pivots

Navigating a new financial situation can be overwhelming — but you don’t have to do it alone. Our team is here to help you gain confidence and clarity.

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One Team Through It All

Ranked the #1 independent advisory firm in the nation by Barron’s, Mercer Advisors offers a comprehensive approach to financial planning and wealth management through every phase of life.

Our integrated team of professionals — from Certified Divorce Financial Analysts (CDFA®s) to retirement specialists — will help you develop a deeper understanding of your assets, craft a detailed plan, and talk through potential implications on lifestyle, cash flow, tax and estate plans, and more.

We Help Women Plan What’s Next

Whatever your situation, our highly trained advisors are here to help you protect your wealth and prepare for the future.

Separated and Divorcing

Divorce is one of life’s most complex financial transitions, and the choices you make now will have lasting effects. Led by CDFA®s, our team can provide clarity on division of assets, cash flow, and more.

Death of a Spouse

Losing a partner changes everything. Mercer Advisors can help you reassess your financial plan, navigate estate complexities, and build a plan for you and your family’s future.

Planning for Retirement

A successful retirement requires more than just savings — it demands a holistic approach to cash flow, taxes, healthcare, and investments. Our advisors can help you create a plan that supports your dream lifestyle.

Selling Your Business

Selling your business is a major milestone. We can help you structure the sale to maximize your outcome and secure your long-term financial success.

Changing Your Career

A career change is an exciting chance to redefine your future. We’ll help you optimize benefits, manage compensation, and realign your financial strategy to match your ambitions.

What We’ll Cover Together

Your financial circumstances are unique, and your planning should be, too. To get started, a hand-picked wealth advisor will lead an in-depth conversation about where you are today and where you want to go.

This process ensures that every decision — from asset management to tax optimization — is part of a well-coordinated strategy

Your Personal Finances

Your Investments

Your Tax Situation

Your Retirement Plans

Your Estate Plan

Your Children’s Education

Your Insurance Coverage

Other Important Dynamics

Specialized Divorce Financial Planning & Services

  • End-to-end consulting, from pre- to post-divorce  
  • Illustrating potential financial outcomes from legal settlements 
  • Collaborating with your divorce attorney to provide litigation support 
  • Navigating how state family law can affect your options 
  • Analyzing financial disclosure documents for tax-efficiency opportunities 
  • Planning for your new financial reality: cash flow, retirement 
  • Enacting asset division as dictated by divorce agreement 
  • Advising on tax filing as single or head of household 

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.

Your Team

A unified in-house team

of planners, investors, accountants, and estate strategists that designs — and executes — your financial plan.

Your Person

A hand-picked advisor

who is focused on serving you, not on finding new clients.

Your Portfolio

An institutional-grade portfolio

personalized to you and managed by a team of 100+ investment professionals, not just one advisor.

Your Firm

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.

$81B
Client Assets*
100+
Offices Nationwide
1320+
Team Members

Read Reviews from our Clients

Helping families like yours for over 40 years and counting.

Frequently Asked Questions

1Tax preparation and tax filing are a separate fee from our investment management and planning services.

2Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice is provided through select third parties unaffiliated with Mercer Advisors.

3Mercer Global Advisors has a related insurance agency. Mercer Advisors Insurance Services, LLC (MAIS) is a wholly owned subsidiary of Mercer Advisors Inc. The scope of the services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. There can be no assurance that any investing approach will boost returns during any point in time or time period. Past performance is not a guarantee of future results.

4Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through select third parties unaffiliated with Mercer Advisors. Tax preparation and tax filing are a separate fee from our investment management and planning services

*Company statistics as of 6/30/25. Client assets refers to client assets under management (AUM) and client assets under advisement (AUA) as well as assets gained from recent acquisitions where the advisory agreements have been properly assigned to Mercer Global Advisors, but the custodial accounts have yet to be transferred and/or the accounts have yet to be migrated to Mercer Global Advisors’ portfolio management system.

Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology. No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.

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