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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 FreedomTM starts with our personalized family office approach.

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