One Team. Every Angle. All Working for You.
Your financial life is multifaceted, shaped by student loans, equity comp, career pivots, and family goals. That’s why you deserve a team that’s just as diverse. We bring together financial specialists across disciplines including planners, investors, accountants, estate strategists and more into a unified team. They collaborate, under the guidance of your dedicated advisor, to design and execute a plan for you.
How We Help Millennials
You’re building wealth in a world that looks nothing like your parents’. Whether you’re managing debt, planning a sabbatical, or inheriting assets, we help you align your money with your values and goals. Our team builds a plan that adapts as your life evolves, executing and adjusting your financial strategy throughout it all.
Specialized Services for Millennial Clients
- Dual-income household cash flow and goal alignment
- Brokerage account tax-loss harvesting and rebalancing
- Education savings via 529 plans and gifting strategies
- Estate planning with trusts and guardianship provisions
- Charitable giving and donor-advised fund setup
- Insurance review for income and family protection
- Retirement modeling with early retirement scenarios
- Student loan repayment and forgiveness optimization
- Freelance income planning with SEP IRA setup
- Tax-efficient tuition reimbursement planning for employee or dependent education
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 in-house team
of 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.
Read Reviews from our Clients
Helping families like yours for 40 years and counting.
Frequently Asked Questions
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Most experts suggest saving 10–12x your annual income by retirement. We’ll help you model your goals and build a personalized plan.
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Yes. We evaluate your current loans, explore refinancing options, and integrate repayment into your broader financial strategy.
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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.
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We’ll help you plan for income gaps, insurance coverage, and retirement continuity, so you can take time off without financial stress.
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Absolutely. We offer ESG portfolios aligned with your values and help you understand performance and impact.
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At Mercer Advisors, the phrase “unified in-house 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.
Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Mercer Global Advisors, Inc. is engaged, or continues to be engaged, to provide investment advisory services.
*Company statistics as of 6/30/25. Client assets refers to client assets under management (AUM) and client assets under advisement (AUA) as well as 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.
