Mercer Advisors

Wealth Management for Private Practice Physicians

We help private practice physicians organize their finances, coordinating income, ownership and long-term goals.

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One Team. Every Angle. All Working for You.

We coordinate everything with a dedicated team of specialists. Whether you’re navigating partner buy-ins, planning for a sale, or managing variable cash flow, every piece fits into one integrated plan built to grow with you.

Specialized Services for Private Practice Physicians

  • Entity‑Level Tax Planning
  • Succession & buy‑in planning (including navigating limited standalone enterprise value)
  • Integrated personal & business financial planning
  • Malpractice & business liability asset protection
  • Solo 401(k) & defined benefit plan design
  • Real estate strategy for medical office ownership
  • Cash flow modeling for variable practice income
  • Exit readiness assessment

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.

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Your Team

A unified in-house team

of planners, investors, accountants, and estate strategists that designs — and executes — your financial plan.

Your Person

A hand-picked advisor

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

Your Portfolio

An institutional-grade portfolio

personalized to you and managed by a team of 100+ investment professionals, not just one advisor.

Your Firm

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.

$99B
Client Assets*
110+
Offices Nationwide
1620
Team Members

Frequently Asked Questions

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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 3/31/26. 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.