We strive for Financial Return + Sustainable Impact.

We offer full-service financial planning and investment management, aligned with your values.

Contact Us


By submitting this information, you are selecting to receive promotional communications from the Mercer Advisors team.

Work with a financial advisor who understands your values – without compromising on your goals. We offer personalized, institutional-grade ESG (Environmental, Social, and Governance) and SRI (Socially Responsible Investing) solutions.

What is Full-Service Financial Planning?

We believe high-quality financial planning is a prerequisite to successful investing. We help clarify your goals and achieve success across all areas of your financial life:

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

Considering values-based investing?

At Mercer Advisors, our recommended 2020 ESG solutions outperformed their respective benchmarks, with our most popular ESG-focused individual stock strategy returning 22.25% versus the S&P Index’s 18.40%.

What Makes Mercer Advisors Different?

Your Person

Your Advisor

A hand-picked advisor who is focused entirely on serving you, not on finding new clients

 

Your Team

Your Team

A unified in-house team of financial planners, investment consultants, tax accountants and estate advisors

Your Portfolio

Your Portfolio

An institutional-grade personalized portfolio managed by a team of full-time professional portfolio managers.

Your Firm

Your Firm

A fully independent, national fiduciary committed to always working in your best interest.

About Mercer Advisors

We believe that wealth management should be about more than the value of your investing portfolio or the size of your bank balance. It’s about your Economic Freedom – and living life on your own terms, according to your values.

From his early days as an estate planning attorney, Mercer Advisors’ founder Kendrick Mercer recognized that his clients needed services that went well beyond drafting wills and trusts. They needed someone who could also help them make smart, informed financial decisions through a comprehensive, big-picture view. Which is why Kendrick launched Mercer Advisors in 1985 as one of the country’s first planning-focused independent registered investment advisory firms.

“We are unconditionally committed to work with our clients to create the best context possible for their Economic Freedom, so that they do not have to worry about money.”- Kendrick Mercer, 1986

The purpose to help clients on their path to Economic Freedom is alive and well. We dream big; and help you dream bigger. But more important, we have the knowledge, experience and team to help you achieve those dreams.

Aaron Langston

Wealth Advisor

Ben Kautz

Executive Managing Director

Brian Picariello

Managing Director

David Haman

Sr. Wealth Advisor

Jessica Caruso

Executive Managing Director

Joseph Mah

Sr. Wealth Advisor

Susan Portnoi

Sr. Wealth Advisor

**Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, 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 is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation criteria/methodology). Unless expressly indicated to the contrary, Mercer Advisors did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Mercer Advisors by any of its clients.

2020 Financial Times Top Registered Investment Advisors, The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (July 2020). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300. To select the FT 300, we started by reaching out to the largest independent RIAs across the U.S. that have a minimum of $300 million in assets. To make sure the list was relevant to affluent individuals reading the FT, we required that no more than 75% of a practice’s assets be institutional. Qualified RIAs then filled out an online application, and were scored on several factors, including AUM, AUM growth rate and compliance record. Selection is independent and objective, and no money is exchanged as part of the process.

Mercer Advisors was awarded the Best Private Wealth Manager for firms with over $5 billion dollars in assets under management. Mercer Advisors was selected as the winner from among eight shortlisted entrants. The PAM Awards, organized by Private Asset Management magazine, are designed for investment professionals and wealth advisors, operating within the private asset management industry and are held annually. Mercer Advisors paid for a table at the PAM awards. Candidates are invited to submit responses in several categories to demonstrate developments to their business model, financial progress in business performance and service offerings. Selection is determined by growth in clients and employees, client satisfaction, and product Innovation over the course of the previous year. Winners are determined by an independent panel of industry experts and the PAM editorial team. For more information on Private Asset Management (PAM), visit fundintelligence.global

Wealthmanagement.com, A panel of independent judges determined the WealthManagement.com 2019 Industry Award winners. Criteria included demonstrable impact on their firm, the industry, and wealth management in general.

Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning documentation preparation and other legal advice is provided through its affiliation with Advanced Services Law Group, Inc.