Financial advising for tech innovators.
Find a vetted, fiduciary advisor to help with your finances. We’re a full-service wealth management firm with over 35 years experience serving clients in science & technology careers.
Financial advising for tech innovators.
- Dedicated human service, with tailored expertise to you and your needs
- 100% fiduciary service, meaning our advisors are obligated to act in your best interest
- Custom, institutional-grade investment portfolios
- Plans that evolve as your net worth does
- Comprehensive services including investment management, taxes, insurance, retirement planning, and more
- Decisions backed by cutting-edge science
Let’s Talk
What Makes Mercer Advisors Different?
Your Advisor
A hand-picked advisor who is focused entirely on serving you, not on finding new clients
Your Team
A unified in-house team of financial planners, investment consultants, tax accountants and estate advisors
Your Portfolio
An institutional-grade personalized portfolio managed by a team of full-time professional portfolio managers.
Your Firm
A fully independent, national fiduciary committed to always working in your best interest.
Mercer Advisors. A fully independent, national fiduciary
About Mercer Advisors
We believe that wealth management should be about more than the value of your investing portfolio or the size of your bank balance. It’s about your Economic Freedom – and living life on your own terms, according to your values.
From his early days as an estate planning attorney, Mercer Advisors’ founder Kendrick Mercer recognized that his clients needed services that went well beyond drafting wills and trusts. They needed someone who could also help them make smart, informed financial decisions through a comprehensive, big-picture view. Which is why Kendrick launched Mercer Advisors in 1985 as one of the country’s first planning-focused independent registered investment advisory firms.
“We are unconditionally committed to work with our clients to create the best context possible for their Economic Freedom, so that they do not have to worry about money.”- Kendrick Mercer, 1986
The purpose to help clients on their path to Economic Freedom is alive and well. We dream big; and help you dream bigger. But more important, we have the knowledge, experience and team to help you achieve those dreams.
Tax preparation and tax filing are a separate fee from our investment management and planning services. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc. Mercer Global Advisors has a related insurance agency. Mercer Advisors Insurance Services, LLC (MAIS) is a wholly owned subsidiary of Mercer Advisors Inc. Employees of Mercer Global Advisors serve as officers of MAIS. MAIS provides individual life, disability, long term care coverage, and property and casualty coverage through various insurance companies. For Mercer Global Advisors clients who wish to purchase insurance products, MAIS has entered into a non-exclusive referral agreement with Strategic Partner(s), where the Strategic Partner will provide necessary services relative to the marketing, placement, and servicing of the insurance products, including without limitation preparing and presenting illustrations, supporting the underwriting process, assisting with the completion and execution of applications, delivering policies, and servicing in-force business. MAIS and the Strategic Partner will be listed as “co-agents” on the policies. While Mercer Global Advisors does not receive a referral fee, MAIS and the Strategic Partner each receives a percentage of the commission revenue. More information about MAIS and our Strategic Partners may be found in our Form ADV 2A.