A Full Team for Your Finances
Career transitions come with financial complexity. That’s why you’ll work with a single point of contact, coordinating a team of specialists in tax, investment, benefits, estate planning and more. They’ll work together to connect every part of your financial life, so you get one clear path forward.
Because your finances work better when they work together.
How Mercer Advisors Helps You Through Transitions
We guide professionals through career transitions with strategies that coordinate severance pay, RSUs, 401(k) rollovers, and early retirement options. Our advisors help you manage cash flow, avoid costly tax surprises, and build a plan that supports both short-term stability and long-term goals.
Specialized Services
- 401(k) and Employer Plan Rollover Strategy: Managing retirement assets during job exits and reentries
- Tax Planning for Transition Year: Reducing tax impact from severance, RSUs, and income changes
- Health Insurance Bridge Planning: Evaluating COBRA, ACA, or spousal coverage during employment gaps
- Emergency Fund Strategy: Adjusting savings to reflect new income patterns
- Investment Strategy Realignment: Rebalancing portfolios to match new timelines and risk tolerance
- Cash Flow Modeling: Projecting income and expenses across multiple career scenarios
- Equity Compensation Exit Planning: Managing stock options and RSUs during job changes
- Business Launch Financial Planning: Structuring finances for consulting, freelancing, or starting a business
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 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.
Mercer Advisors offers the strength of a large national firm with the personal touch you expect from a local office.
Read Reviews from our Clients
Helping families like yours for 40 years and counting.
Frequently Asked Questions
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Begin by reviewing your severance package, available benefits, and current cash flow. Consult with a financial advisor to develop a structured career transition plan tailored to your situation.
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Possibly, depending on your savings, lifestyle goals, and income needs. A financial advisor for career transition can help you evaluate your options for early retirement.
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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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Ideally, before making any major financial decisions. Early career transition planning can help you avoid costly mistakes.
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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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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.
