Special Needs Financial Planning That Puts Your Family First

Special needs planning can feel overwhelming. We’re here to help you prioritize—with clarity, care, and specialist guidance.

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Collaborative Guidance for Every Stage of Your Loved One’s Life

Whether you’re just starting to plan or navigating complex transitions, our team provides specialized guidance tailored to your family’s journey, so you can move forward with confidence.

Key Milestones We Support

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Getting Started: We help you make sense of what’s urgent and what can wait. Our team works with you to prioritize financial tasks, identify what can be delegated, and offer a clear, supportive path forward. 

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Transition to Adulthood: We guide families through critical transitions like SSI eligibility, Medicaid enrollment, and establishing guardianship. We also connect you with trusted professionals to support legal and care decisions. 

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Planning for Aging Caregivers: As parents age, planning becomes more complex. We help you build a retirement and estate plan that includes your dependent’s lifelong needs, helping ensure continuity of care, housing, and financial security. 

Specialized Services for Families with Dependents with Special Needs

  • Financial planning for special needs diagnoses
  • Special needs trust planning
  • ABLE account coordination
  • Tax-smart strategies for funding and maintaining trusts
  • Estate planning and legacy documentation support
  • Investment management to support long-term needs
  • Benefit eligibility strategies monitoring
  • Continuity of care planning

Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice is provided through select third parties unaffiliated to Mercer Advisors. Tax preparation and tax filing are a separate fee from our investment management and planning services.

A Team Approach to Lifelong Special Needs Planning

For 40 years, Mercer Advisors has helped families, including those with special needs, streamline financial planning, investment management, tax, estate, and insurance strategies—so that you can spend more time focusing on what matters most.

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.

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.

$83B
Client Assets*
100+
Offices Nationwide
1350+
Team Members

Read Reviews from our Clients

Helping families like yours for 40 years and counting.

Frequently Asked Questions

*Company statistics as of 7/31/25. 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.

Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets under management. The Barron’s 2025 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.

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