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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. Schedule a complimentary financial consultation with a member of our team today to learn more.

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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These organizations are not affiliated with nor do they endorse or sponsor Mercer Advisors.

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