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Financial advising for Dads who dream big.

Mercer Advisors has provided 100% fiduciary financial advising for families for over 35 years.

Financial advising for Dads who dream big.

Mercer Advisors has provided 100% fiduciary financial advising for families for over 35 years.

Mercer Advisors. A fully independent, national fiduciary

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Assets under management
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Regional offices
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Employees

Full service financial planning that focuses on what matters to you.

Build a better future for your loved ones.

We practice goals-based financial planning that doesn’t focus only on growing your wealth – but on what your money is for.

Your family deserves the best.

We’re a 100% fiduciary organization with 35+ years experience. We don’t do roboadvising or box portfolios – every client gets a custom plan and an institutional-grade portfolio.

We exist so our clients don’t have to worry about money.

We help you achieve success across all areas of your financial life:

  • Investment Management
  • Taxes
  • Retirement Planning
  • Estate Planning
  • Insurance
  • & More

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Company statistics a of 06/30/2023. AUM data refers to client assets under management (AUM) and client asset under advisement (AUA) by both Mercer Global Advisors Inc. and Regis Management Company. Regis Management Company is a tradename used by Regis Acquisition, Inc. Mercer Global Advisors Inc. and Regis Acquisition, Inc. are affiliated SEC registered investment advisers and deliver investment advisory and family office related services. Mercer Global Advisors Inc. and Regis Acquisition, Inc., are subsidiaries of Mercer Advisors Inc., a parent company not involved with investment services. Data also includes assets gained from recent acquisitions where the advisory agreements have been 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, past performance is not a guarantee of future results.

Tax preparation and tax filing are a separate fee from our investment management and planning services. 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 Global Advisors has a related insurance agency. Mercer Advisors Insurance Services, LLC (MAIS) is a wholly owned subsidiary of Mercer Advisors Inc. Employees of Mercer Global Advisors serve as officers of MAIS. MAIS provides individual life, disability, long term care coverage, and property and casualty coverage through various insurance companies. For Mercer Global Advisors clients who wish to purchase insurance products, MAIS has entered into a non-exclusive referral agreement with Strategic Partner(s), where the Strategic Partner will provide necessary services relative to the marketing, placement, and servicing of the insurance products, including without limitation preparing and presenting illustrations, supporting the underwriting process, assisting with the completion and execution of applications, delivering policies, and servicing in-force business. MAIS and the Strategic Partner will be listed as “co-agents” on the policies. While Mercer Global Advisors does not receive a referral fee, MAIS and the Strategic Partner each receives a percentage of the commission revenue. More information about MAIS and our Strategic Partners may be found in our Form ADV 2A.