Move Beyond Stockbrokers
Our financial advisors can help make your money mean something
Our advisors are fiduciaries; this means we are legally bound to act in your best interests. Additionally, our team-based approach allows us to take the burden off your shoulders by coordinating internally between tax, investments, and estate so you don’t have to. Let us connect the dots for you.
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| How do I find financial and investment advice I can trust? | Stockbrokers, unliked Chartered Financial Analysts® and CERTIFIED FINANCIAL PLANNER™ professionals, are often not bound legally by fiduciary duty to look out for your best financial interests. Consider instead working with a wealth advisor , who is bound by a fiduciary duty to act in your best interests. |
| Is there such a thing as a full-service stockbroker? | Some stockbrokerages may claim they are ‘full-service’, providing clients with different professional services such as estate and tax planning in addition to investing on behalf of their clients. However, unlike wealth advisors, who are legally bound by a fiduciary duty to their clients, those brokerages may focus much of their time on upselling clients for their own gain. Family office-style financial advisory firms, such as Mercer Advisors, instead offer all services as part of a single financial plan geared towards helping clients get the lifestyle they desire. |
| How do I get help switching between brokers? | If you are considering switching brokers—which typically comes with a fee and potentially other costs–you should first reflect on your reasons for doing so, and ask yourself if a new broker is the real solution. In many cases, we can only get real value from our investments when they are part of a unified financial plan, which considers future returns in light of retirement, tax, healthcare, and estate planning needs. |
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About Mercer Advisors
- Many of our advisors have the CFP® certification and we encourage our advisors to obtain additional designations
- 46% of our employees are women, and 49% of our client-facing employees are women
- In-house lawyers and attorneys provide teams with critical support and guidance