Manage. Maintain.
Grow your wealth.

What makes us the right choice for you:

  1. A unified in-house team of financial planners, investment managers, tax accountants, and estate strategists-anchored by a dedicated advisor
  2. A hand-picked advisor who is focused on serving you, not on finding new clients
  3. An institutional-grade, personalized portfolio managed by advisors with expertise
  4. A fully independent, national fiduciary committed to always working in your best interest
Contact Us
Estimated Time for Completion: 2 minutes
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Hello! We’d love to get to know a little about you before getting started.
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What would you like your advisor to help you with? (Select all that apply) (Optional)
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E.g., brokerage accounts (e.g., stocks, ETFs), savings, checking, CDs, 401(k), IRA, 403(b)
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What makes us the right choice for you:

  1. A unified in-house team of financial planners, investment managers, tax accountants, and estate attorneys–anchored by a dedicated advisor
  2. A hand-picked advisor who is focused on serving you, not on finding new clients
  3. An institutional-grade, personalized portfolio managed by advisors with expertise
  4. A fully independent, national fiduciary committed to always working in your best interest

For nearly 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives. How? By integrating expertise in financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Because your finances work better when they work together.

Your Team
A unified in-house team

of planners, investors, accountants, and estate strategists that designs – and executes – your financial plan.

Your Person
A hand-picked wealth advisor

who is focused on serving you, not on finding new clients.

Your Portfolio
An institutional-grade personalized portfolio

that is tailored specifically for you and managed by a team of 100+ investment professionals (not just one advisor).

Your Firm
A fully independent, national fiduciary

legally obligated to always act in your best interest.

Mercer Advisors’ team of experienced financial advisors, CPAs, investment professionals, and estate strategists work together to provide comprehensive and personalized advice to clients. As one of the largest, and fastest growing advisory firms, we are dedicated to guiding clients through all life stages, offering personal financial advice tailored to their unique needs at their specific life stage. Mercer Advisors provides experience that spans the scope of your financial journey, whether you need general financial planning or tax help, advice for key life events or decisions such as inheritance management, or ways to maximize your retirement savings.

What Exactly do We do for You?

Financial Planning

Investment Management

Tax Planning & Preparation1

Estate Planning2

Insurance Solutions3

Trustee Services4

Mercer Advisors. A fully independent, national fiduciary.

Client Assets
0 B
Regional offices
0 +
Team Members
0 +
1 Tax preparation and tax filing are a separate fee from our investment management and planning services. 2 Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice is provided through select third parties unaffiliated with Mercer Advisors. 3 Mercer Global Advisors has a related insurance agency. Mercer Advisors Insurance Services, LLC (MAIS) is a wholly owned subsidiary of Mercer Advisors Inc. Employees of Mercer Global Advisors serve as officers of MAIS. 4 Trustee services are offered through select third parties with which a client would engage directly, as such additional fees may apply.

Company data as of March 31, 2024. Client Assets refers to client assets under management (AUM) and client asset under advisement (AUA) by both Mercer Global Advisors Inc. and Regis Acquisition Inc. Client Assets includes assets gained from recent acquisitions where the advisory agreements have been properly assigned to Mercer Global Advisors, but the custodial accounts have yet to be transferred and/or the accounts have yet to be migrated to Mercer Global Advisors’ portfolio management system. Mercer Global Advisors Inc. and Regis Acquisition Inc. are affiliated SEC registered investment advisers and deliver investment advisory and family office related services. Mercer Global Advisors Inc. and Regis Acquisition Inc. are subsidiaries of Mercer Advisors Inc., a parent company not involved with investment services.