A Family Office, For Now & Your Future

Managing inherited assets can be overwhelming and emotional, but our multi-disciplinary wealth management team at Mercer Advisors is here to help you navigate your new financial situation with confidence.

Our financial advisors build wealth management teams that monitor and manage your private assets to help you achieve your specific financial goals. Learn more about our approach:

Family wealth offices – We’re not just here for you, we’re here for your family members, too. Our advisors have expertise taking different life stages and perspectives into play to create tailored financial plans.
Comprehensive financial planning – Our services encompass investment management, estate planning, handling difficult tax situations and we can also consult on your insurance situation. Our advisors don’t start and stop—we iterate with you and your changing needs.
High-net-worth wealth management – Our advisors have the experience and expertise to help families at various economic levels, but many of them specialize in the unique tax and estate planning situations associated with High-Net-Worth Individuals.

At Mercer Advisors, your Economic Freedom^TM starts with our personalized family office approach.

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All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Mercer 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 Advanced Services Law Group, Inc. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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