Mercer Advisors Exists So That Our Clients Don’t Have To Worry About Money

We call this Economic Freedom™

Your Team

A unified in-house team

of advisors, financial planners, investment managers, tax accountants, and estate strategists

Your Person

A hand-picked advisor

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

Your Portfolio

An institutional-grade personalized portfolio

managed by a team of full-time investment professionals

Your Firm

A fully independent, national fiduciary

committed to always working in your best interest

For more than 35 years, we’ve worked with families to help them simplify the complexity of their money and, most importantly, to help them figure out what it’s all for

A Hand-picked advisor, matchmade by our specialists to your financial situation and goals

Complex Family Situations

Complicated sources of income and wealth

Unique asset structures

Specialized assets & holdings

An institutional grade, customized portfolio designed to meet your goals

Personalized to your family’s needs

Investments that meet your, not our firm’s, needs

Academically-grounded

Investment decisions rooted in cutting-edge financial research

Cost-efficient

Our scale allows us to minimize costs while maximizing sophistication

Professionally monitored

Your portfolio will be overseen and monitored by our professional investors

A unified, in-house team

Mercer Advisors. A fully independent, national fiduciary

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