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| Spouse with a chronic medical condition | SOLUTION Our financial advisors, retirement plan specialists, and estate planning lawyers will help you explore proactive tax mitigation strategies, develop an estate plan, and analyze how your current investments may be used to deal with unexpected medical expenses. |
| Rising energy prices and their effects on retirement portfolios | SOLUTION Some clients have discovered through working with us that energy prices are of minimal concern, while others may increase or decrease their exposure because of rising energy prices to help reach specific wealth management goals. If a portfolio rebalance is needed your advisor will assist you. |
Exposure to foreign securities | SOLUTION While we encourage our clients to leverage highly diversified portfolios, we recognize concerns related to specific securities. Our team prides itself on being able to relay the effects of exposure to specific equities or classes of equities, and works with our clients to ensure that their specific risk tolerance is reflected in their portfolio. |
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About Mercer Advisors
- Many of our advisors have the CFP® certification and we encourage our advisors to obtain additional designations
- 46% of our employees are women, and 49% of our employees are women who are client-facing
- In-house lawyers and attorneys provide teams with critical support and guidance
All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. 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 Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
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