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Financial advising for high net worth individuals and families.

We’re a full-service wealth management firm with over 30 years experience serving high-net worth clients.

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As your net worth grows, you enjoy greater possibilities – and face more complex decisions.

Mercer Advisors delivers comprehensive solutions through a team of specialists dedicated to you. With our family office model, you always receive exceptional white-glove service, dedicated strategic guidance, and access to exclusive offerings.

What We Do

Investments

  • Alternative investments such as private equity, private credit, venture capital, opportunity zones, real estate, and infrastructure*
  • Alternative income strategies such as ultra-short-term bond solutions
  • Tax strategy for efficient investing

Tax Strategy**

  • Personal, business, gift/estate, and multiple entity tax preparation
  • Advanced tax planning and strategizing for investments, real estate, and businesses

Intergenerational Wealth

  • Incapacity and core estate planning
  • Giving and charitable planning strategies
  • Family and business succession planning

Access to Private Banking***

  • Lending for liquidity, new acquisitions
  • Non-standard mortgages

Insurance

  • Asset protection planning
  • Legacy planning

Access to Trustee Services†

  • Management of assets placed in trust

About Mercer Advisors

We believe that wealth management should be about more than the value of your investing portfolio or the size of your bank balance. It’s about your Economic Freedom – and living life on your own terms, according to your values.

From his early days as an estate planning attorney, Mercer Advisors’ founder Kendrick Mercer recognized that his clients needed services that went well beyond drafting wills and trusts. They needed someone who could also help them make smart, informed financial decisions through a comprehensive, big-picture view. Which is why Kendrick launched Mercer Advisors in 1985 as one of the country’s first planning-focused independent registered investment advisory firms.

“We are unconditionally committed to work with our clients to create the best context possible for their Economic Freedom, so that they do not have to worry about money.”- Kendrick Mercer, 1986

The purpose to help clients on their path to Economic Freedom is alive and well. We dream big; and help you dream bigger. But more important, we have the knowledge, experience and team to help you achieve those dreams.

*For qualified/accredited investors only. Alternative investments are subject to greater risks than those associated with traditional investments and are not suitable for all investors.

**Tax preparation and tax filing are a separate fee from our investment management and planning services. 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 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. MAIS provides individual life, disability, long term care coverage, and property and casualty coverage through various insurance companies.

***Private Banking Services are provided by First Republic Bank, US Bank National Association, or Charles Schwab Bank through a referral relationship with Mercer Advisors. Mercer Advisors is not a bank does not provide private banking services.

†Trustee services are offered through select third parties with which a client would engage directly.

Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning documentation preparation and other legal advice is provided through its affiliation with Advanced Services Law Group, Inc.