One Team to Manage It All
Your dedicated advisor works with a team that understands Domino’s corporate compensation structure, 401(k) matching, and more, inside and out. Together, we help you make confident decisions, whether it’s planning for retirement, understanding your benefits package, or reducing concentrated stock risk.
Every piece fits into one coordinated plan, built to grow with you.
The Challenges of Holding
Significant DPZ Stock
Domino’s employee shareholders often tell us:
- “Most of my net worth is tied to DPZ. Is that risky?”
- “What happens if the stock drops while I’m close to retirement?”
- “I don’t want to sell everything, but I need a plan.”
These concerns are both common and completely normal as your stock position grows. A thoughtful comprehensive strategy can meaningfully help reduce portfolio risk, taxes, and stress.
Specialized Solutions for Domino’s Employee Shareholders
- Concentrated Stock Management: Strategies to manage DPZ exposure, reduce risk, and diversify over time.
- Equity Compensation & Tax Strategy: Guidance on vesting schedules, AMT, and tax-efficient selling.
- Executive & Leadership Benefit Optimization: Analysis of deferred comp, bonuses, and employer benefits to help maximize value.
- Retirement Planning: Integrated planning across DPZ stock, 401(k), Social Security, and income needs.
- High-Income Cash-Flow & Savings Planning: Optimizing bonuses, vesting events, and uneven cash flow to help strengthen savings.
- Estate & Trust Planning: Support with wills, trusts, legacy planning, and family protection strategies.
- Charitable Giving Strategies: Tax-smart gifting using appreciated DPZ stock and donor-advised funds.
- Major Purchase & Lifestyle Planning: Guidance on home purchases, relocations, and other large financial decisions.
Local Expertise, National Strength
With a dedicated Ann Arbor office, Mercer Advisors understands the employer-stock challenges Domino’s employees face.
What makes Mercer Advisors different:
- Local Ann Arbor presence for in-person or virtual meetings
- Top-ranked RIA: Barron’s #1 in 2024 & 2025
- Institutional-grade investment team
- Unified in-house expertise (CFP®, CPA, estate strategists, investment professionals)
- A team approach, not a single advisor
Mercer Advisors offers the strength of a large national firm with the personal touch you expect from a local office.
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 advisors, 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
TRUST WE HAVE EARNED
#1 RIA in 2025 Barron’s Top 100 RIAs Ranking
Best Overall Financial Advisory Firm for High-Net-Worth Individuals 2026 by The Wall Street Journal Buy Side
5 Star Ranking on Newsweek America’s Top Financial Advisory Firms 2026
Winner of 2025 Wealthies RIA Client Initiative for Advisor Matching Tool
Read Reviews from our Clients
Frequently Asked Questions
-
Yes. Many Domino’s employees have come to us with similar questions about DPZ stock and tax planning. With an office right here in Ann Arbor, we’re familiar with the compensation structure, equity programs, and unique planning needs of Domino’s professionals.
-
Absolutely. You don’t need a certain title or level of complexity to benefit from guidance. Whether you’ve built up DPZ stock over time, recently started receiving equity awards, or simply want help planning for the future, we can tailor advice to your situation.
-
The first meeting is a simple, pressure-free conversation. We’ll learn about your goals, review your DPZ holdings and benefits, walk through key planning opportunities, and answer any questions. There’s no commitment required. It’s simply a chance to understand your options and see whether we’re a good fit.
-
We believe in simple, transparent fees. As a fee-based fiduciary, we can remain focused on doing what’s best for you, not commissions.
-
Our in-house team of 400+ specialists delivers integrated planning, investing, tax, and estate services, all under one roof. We’re fiduciaries, not product-pushers.
