It’s Not What You Earn That Matters. It’s What You Keep.
Minimizing taxes is essential to protecting your lifestyle, longevity, and legacy. That’s why we make proactive tax strategy an integral part of our financial planning process.
With CPAs and other tax professionals on staff coast to coast, we can plan and prepare your state and federal returns and help you optimize tax-favored accounts and charitable giving to keep more of what you earned — for you and your heirs.¹
Because income tax is typically our clients’ largest outflow, we place great importance on income tax planning and preparation. We want to be proactive at all times, not reactive.
What Exactly do We do for You?
Financial Planning
Investment Management
Tax Planning & Preparation1
Estate Planning2
Insurance Solutions3
Trustee Services4
Featured Solutions¹
- Comprehensive tax planning
- Tax return preparation & filing
- Succession planning
- Charitable giving strategies
- Tax-loss harvesting
- Efficient distributions
- Roth conversions
- Retirement plan contributions
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
Mercer Advisors offers the strength of a large national firm with the personal touch you expect from a local office.
Meet a Few of our Advisors
We’re all here for one reason: to work as an
integrated team to serve you.
Money without purpose is just paper.
I enjoy connecting the dots of our clients’ financial lives. This allows me to help provide clarity and confidence to them as they navigate their unique financial journey.It’s Not What You Earn That Matters. It’s What You Keep.
While financial data is essential to build a financial plan, the motivation and discipline to accomplish your goals is where true value is derived. Our privilege is to work with you to make sure your plan propels you towards your ideal life.
If you are trying to coordinate a financial advisor, accountant, lawyer, insurance agent, I’m here to tell you: there’s a better way.
Read Reviews from our Clients
Helping families like yours for over
40 years and counting.
Frequently Asked Questions
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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.
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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 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.
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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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Yes! We offer a complimentary consultation where we’ll discuss your financial goals and how we can help. If you’d like to move forward and work with us, you’ll be thoughtfully matched with an advisor suited to your needs who can create a plan and help you put it into action.