Serving Clients for 40 Years
We offer comprehensive wealth management through a family office structure, helping clients amplify and simplify their financial lives by bringing together financial planning, investment management, tax, estate, insurance, and more into one integrated offering.
Our team is deeply embedded in the Fort Worth community and specializes in areas relevant to local residents. We look forward to connecting with you and your family.
Life is full of changes and transitions. At Mercer Advisors, I am able to provide my clients with the information they need to help make confident, educated decisions and create their best life going forward.
Our Core Solutions
Financial Planning
Investment Management
Tax Planning & Preparation
Estate Planning
Insurance Solutions
Trustee Services
Fort Worth Offices Fast Facts and Specialties
- Service over sales: Your advisors will be focused on you, not on finding new clients. (We have a separate team for that.)
- Institutional-grade investing: Our approach is modeled after the best practices of the world’s largest institutional investors, including a science-based approach and access to private markets for those who qualify.
- Specialty services: You’ll have access to financial guidance for all the important areas of your life, including retirement, family and health, profession and work, unique assets, and more.
Mercer Advisors offers the strength of a large national firm with the personal touch you expect from a local office.
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 advisors, 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
TRUST WE HAVE EARNED
#1 RIA in 2025 Barron’s Top 100 RIAs Ranking
Best Overall Financial Advisory Firm for High-Net-Worth Individuals 2026 by The Wall Street Journal Buy Side
5 Star Ranking on Newsweek America’s Top Financial Advisory Firms 2026
Winner of 2025 Wealthies RIA Client Initiative for Advisor Matching Tool
Read Reviews from our Clients
Frequently Asked Questions
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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.
Our Fort Worth offices are located at:
Park Cities
8117 Preston Road
# 700
Dallas, Texas 75225Colleyville
26 Main St.
Colleyville, Texas 76034Granbury
415 S Morgan Street
Granbury, Texas 76048Plano
6860 North Dallas Parkway
Suite 200
Plano, Texas 75024Rockwall
2095 Summer Lee Drive
Suite M200
Rockwall, Texas 75032Southlake
950 East State Hwy 114
Suite 160
Southlake, Texas 76092 -
At Mercer Advisors, the phrase “unified in-house 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.
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We believe in simple, transparent fees. As a fee-based fiduciary, we can remain focused on doing what’s best for you, not commissions.
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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.
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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.
