A Service Approach That Fits Your Family
Whether you have $500,000 or $500,000,000, we provide a comprehensive wealth management experience tailored to the specific circumstances and needs of high-net-worth families.
As part of our initial consultation, we help identify which approach is right for you.
For families building wealth
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What you receive
- A family office, which has traditionally been unavailable to non-billionaires
- A comprehensive financial plan that aligns your short and long-term goals with your investments, spending, taxes, insurance, and more
- Regular follow-up to ensure you’re on track and your plan is evolving
Typically appropriate for families with less than $1 million in investable assets
For families eager to protect and grow their wealth
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What you receive
- A dedicated wealth advisor focused on understanding your needs and coordinating a full team of financial specialists to help meet them
- Broader access to more investment classes for enhanced diversification and performance potential
- Full wealth management that also includes estate planning
Typically appropriate for families with $1 million+ in investable assets
For families with sophisticated wealth and investing needs
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What you receive
- Access to direct private investing and co-investing opportunities.
- Dedicated tax, estate and investment strategists (where appropriate)
- Full wealth management that also includes personal (Form 1040) tax return preparation
Typically appropriate for families with $10 million+ in investable assets
For families with complex, multi-generation wealth
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What you receive
- All of the comprehensive family office services available to Ascend clients
- Our most highly experienced wealth advisors and specialists
- Custom family funds program designed to create benefits and efficiencies without sacrificing a bespoke investment experience
Typically appropriate for families with $25 million+ in investable assets
Our Services
Financial Planning
Investment Management
Tax Planning and Preparation
Estate Planning
Insurance Solutions
Trustee Services
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 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
Mercer Advisors offers the strength of a large national firm with the personal touch you expect from a local office.
TRUST WE HAVE EARNED
#1 RIA in 2026 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 2026 Wealthies: M&A Leader and Rising Star of the Year
Meet a Few of Our Talented Advisors
We’re all here for one reason: to work as an integrated team to serve you.
I enjoy connecting the dots of our clients’ financial lives. This allows me to help provide clarity and confidence to them as they navigate their unique financial journey.
While financial data is essential to build a financial plan, the motivation and discipline to accomplish your goals is where true value is derived. Our privilege is to work with you to make sure your plan propels you towards your ideal life.
If you are trying to coordinate a financial advisor, accountant, lawyer, insurance agent, I’m here to tell you: there’s a better way.
Money without purpose is just paper.
Read Reviews from our Clients
Helping families like yours for over 40 years and counting.
Frequently Asked Questions
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At Mercer Advisors, the phrase “unified 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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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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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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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. -
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.
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Yes! We offer a complimentary consultation where we’ll discuss your financial goals and how we can help. If you’d like to move forward and work with us, you’ll be thoughtfully matched with an advisor suited to your needs who can create a plan and help you put it into action.
