Full-Service Wealth Management
Our CFP® Advisors specialize in planning before, during and after the divorce process
Managing your and your family’s finances alone, when you haven’t had to before, is often a challenging and emotional experience. Our multi-disciplinary wealth management teams at Mercer Advisors specialize in helping women navigate the financial complexities of divorce.
We work closely with you to understand your unique situation and develop a personalized plan that addresses your specific needs and goals. Whether you’re looking to secure, sustain, gain, or use your assets, we are here to help.
- Get ahead of the epiphany – In our experience, women often don’t realize the impact of divorce on their finances until well into or immediately after divorce proceedings. Don’t rely on your lawyer alone to get you through this difficult time stronger—our teams will partner with yours to help you attain financial security.
- Female-forward investing – Mercer Advisors champions and serves women. 50% of our client-facing staff is female, and our back offices are at 48% and growing. We are proud of our advisors’ experience and expertise with helping women succeed.
- Comprehensive financial planning – Our services encompass investment management, estate planning, and handling difficult tax situations. We can also consult on your insurance situation. Our advisors don’t start and stop—we move along with you and your changing needs.
At Mercer Advisors, your Economic FreedomTM starts with our personalized family office approach.
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