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Our CFP® Advisors specialize in planning before, during and after the divorce process

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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.

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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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All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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