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 those recently affected by divorce navigate its financial complexities.
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, Mercer Advisors and Certified Divorce Financial Analysts® are here to help.
- Get ahead of the epiphany – In our experience, people often don’t realize the impact of divorce on family 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.
- 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.
- Customized, investment grade portfolios – Our team of investment portfolio analysts build you an investment portfolio customized to your financial situation, using the latest in academic financial research. Our scale and partnerships allows us to offer this to you with minimized cost, and your portfolio’s exposure to risk is further alleviated with our full-time professional monitoring.
At Mercer Advisors, your Economic FreedomTM starts with our personalized family office approach.
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