A Dedicated Advisor Through It All
Our advisors cover every aspect of your financial journey, with the support of a team of specialists. From planning around concentrated stock positions or inheritance to maximizing retirement savings as a senior, we’re ready to help you achieve your financial goals, with guidance for all your needs.
Meet a Few of our Advisors
We’re all here for one reason: to work as an
integrated team to serve you.
I enjoy connecting the dots of our clients’ financial lives. This allows me to help provide clarity and confidence to them as they navigate their unique financial journey.
While financial data is essential to build a financial plan, the motivation and discipline to accomplish your goals is where true value is derived. Our privilege is to work with you to make sure your plan propels you towards your ideal life.
Financial success may mean early retirement, paying for grandchildren’s college, or even the ability to impact your community by leaving a legacy to local charities. It is our job to help you succeed in your personalized goals.
Your Advisor: 5 Things to Know
At Mercer Advisors, we match you with an experienced, credentialed advisor tailored to your unique needs and preferences. Your advisor’s job is to become an expert in you, coordinating with the right a team of in-house specialists – including financial planners, estate strategists, and tax planners – to implement your financial plan.* Enjoy high-quality and personalized advice from professionals who are genuinely invested in your success.
-
Getting to know you and your family on a deep level, our wealth advisor is able to pull in the right in-house specialists — financial planner, portfolio consultant, estate planner, tax planner, accountant, insurance specialist, and others — to meet your needs.
The job of this unified team, led by your wealth advisor, is to connect all the dots of your finances, helping to ensure that, for example, your investments and tax strategy are working together, and your estate plan and insurance are aligned with each other and your family’s long-term needs.
-
Many of our wealth advisors at Mercer Advisors are CERTIFIED FINANCIAL PLANNER® professionals. The CFP® certification is a formal recognition of expertise in the areas of financial planning, taxes, insurance, estate planning, retirement saving, and more.
Becoming a CFP® professional is a difficult and rigorous process. It requires years of experience, successful completion of standardized exams, a demonstration of ethics, and a formal, ongoing education. CFP® professionals are also fiduciaries, obligated to act with your best interest in mind.
-
When providing investment advisory services, financial planning, and other comprehensive services, our advisors do not sell products on commission. Instead, they are providing and delivering advice and are paid a salary and bonus for serving you. It’s a distinctive model that makes serving our clients their top priority.
-
When you express interest in becoming a Mercer Advisors client, you speak with one of our regional vice presidents. It’s their job to introduce you to our company, get to know you and your family’s unique situation and needs, and select an advisor who’s a great fit.
-
Our regional vice presidents match you with a wealth advisor who has experience in areas that align with you and your family’s location, financial situation, and personal preferences. This might include expertise in your professional industry. Or maybe you just want to work with someone with a similar background to yours.
I enjoy welcoming potential clients into our company by pinpointing their particular needs—and where our advisors’ experience can really add value.
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 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.
Our Services
Financial Planning
Investment Management
Tax Planning & Preparation1
Estate Planning2
Insurance Solutions3
Trustee Services4
Mercer Advisors offers the strength of a large national firm with the personal touch you expect from a local office.
TRUST WE HAVE EARNED
Read Reviews from our Clients
Helping families like yours for over 40 years and counting.
Frequently Asked Questions
-
At Mercer Advisors, the phrase “unified team” refers to our integrated group of professionals — financial planners, investment managers, tax advisors, estate strategists, insurance specialists, and other professionals — who collaborate to design and execute your comprehensive financial plan. This unified approach helps ensure all aspects of your financial life are working together.
-
A fiduciary is legally obligated to act in your best interest, placing your needs above their own. As a Registered Investment Advisor (RIA), Mercer Advisors upholds this fiduciary duty, our recommendations are based on what we believe is in your best financial interest.
-
We believe in simple, transparent fees. As a fee-based fiduciary, we can remain focused on doing what’s best for you, not commissions.
-
Mercer Advisors offers flexible engagement options to meet your preferences. While we have 100+ offices nationwide, we also provide virtual services, allowing you to collaborate with your advisory team remotely.
-
Mercer Advisors employs a factor-based investing approach, grounded in decades of academic research. This investment strategy involves assessing factors such as company size, quality, momentum, value, and volatility to construct well-diversified portfolios with higher expected returns.
Our investment committee oversees this process, helping to ensure that your portfolio aligns with your financial goals and risk tolerance.
-
Yes! We offer a complimentary consultation where we’ll discuss your financial goals and how we can help. If you’d like to move forward and work with us, you’ll be thoughtfully matched with an advisor suited to your needs who can create a plan and help you put it into action.
1 Tax preparation and tax filing are a separate fee from our investment management and planning services.
2 Mercer 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.
3 Mercer Global Advisors has a related insurance agency. Mercer Advisors Insurance Services, LLC (MAIS) is a wholly owned subsidiary of Mercer Advisors Inc.
4 Trustee services are offered through select third parties with which a client would engage directly, as such additional fees may apply.
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.
*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.
