Serving Phoenix & Scottsdale Families for 40 Years
Our team is deeply embedded in Arizona communities and specializes in areas relevant to local residents.
When advising business owners, I focus on the practical. Every piece of advice I give is about simplifying complexities, turning challenges into opportunities, and ensuring every action taken is a step towards measurable growth and success.
As children finish college, expenses decrease and savings increase. It becomes a critical time to help my clients maximize a saving and investment strategy, minimize tax impact, and make a serious plan for retirement.
Our Core Solutions
Financial Planning
Investment Management
Tax Planning & Preparation
Estate Planning
Insurance Solutions
Trustee Services
SCOTTSDALE OFFICES FAST FACTS & SPECIALTIES
- Deep experience with: Medical professionals, entrepreneurs, tech leaders, real estate professionals, and engineers.
- Specialized solutions include: Real estate wealth, multi-generational succession planning, concentrated stock positions, divorce, and other life transitions.
- We’re proud that nearly half of our client-facing team firm-wide are women.
Mercer Advisors offers the strength of a large national firm with the personal touch you expect from a local office.
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 advisors, 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
TRUST WE HAVE EARNED
Read Reviews from our Clients
Frequently Asked Questions
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Mercer Advisors offers flexible engagement options to meet your preferences. While we have 100+ offices nationwide, we also provide virtual services, allowing you to collaborate with your advisory team remotely.
Our Scottsdale office is located at:
7033 East Greenway Parkway
Suite 290
Scottsdale, Arizona 85254 -
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.
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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, not commissions.
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A fiduciary is legally obligated to act in your best interest, placing your needs above their own. As a Registered Investment Advisor (RIA), Mercer Advisors upholds this fiduciary duty, our recommendations are based on what we believe is in your best financial interest.
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Mercer Advisors employs a factor-based investing approach, grounded in decades of academic research. This investment strategy involves assessing factors such as company size, quality, momentum, value, and volatility to construct well-diversified portfolios with higher expected returns. Our investment committee oversees this process, helping to ensure that your portfolio aligns with your financial goals and risk tolerance.
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 3/31/25. 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.
Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology (see ranking criteria/methodology via the “Read More” links). No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.
