More Than Investment Advice: A Financial Partner for What Comes Next
A transaction of this size exposes the gaps in a siloed approach. At Mercer Advisors, financial planning, investment management, tax strategy, and estate planning are all coordinated by one team — so when the transaction changes your tax position, your estate plan and investment strategy reflect it too.
Specialized Planning for Burgess & Niple Partners
- Pre-Transaction Tax Strategy: Estimating your liability before the close to help guide your next steps.
- Year-End Planning & Estimates: Timing-sensitive actions tied to whether your deal closes in 2026 or 2027.
- Retained Equity Planning: Navigating the complexity of minority stakes and ongoing equity exposure post-transaction.
- Estate & Gifting Strategy: Structuring transfers before and after a liquidity event to help preserve more for your family.
- Investment Management & Diversification: Building a disciplined plan for capital that no longer needs to sit in one place.
- Integrated Financial Planning: Connecting the transaction to your broader retirement, income, and legacy goals.
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 select third parties, with which Mercer Advisors has a contractual relationship. Tax preparation and filing services are provided by Mercer Advisors Tax Services, LLC. Clients will sign a separate agreement when engaging Mercer Advisors Tax Services that defines the services provided and any additional fees that may apply.
How We Work With You Through the Close
Before the Transaction
We start by understanding your complete picture: expected proceeds, retained equity, existing assets, and your goals. Then we model the tax implications and identify strategies available while there’s still time to act.
At the Close
We coordinate key components of the process—including tax estimates, investment transitions, estate documentation, and timing‑sensitive elections associated with the deal structure—to support an organized and efficient execution.
After the Transaction
We build a forward-looking plan that reflects your new position, your retained equity exposure, tailored to your future financial goals.
Mercer Advisors offers the strength of a large national firm with the personal touch you expect from a local office.
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.
Our Core Solutions
Financial Planning
Investment Management
Tax Planning & Preparation
Estate Planning
Insurance Solutions
Trustee Services
TRUST WE HAVE EARNED
#1 RIA in 2025 Barron’s Top 100 RIAs Ranking
Best Overall Financial Advisory Firm for High-Net-Worth Individuals 2026 by The Wall Street Journal Buy Side
5 Star Ranking on Newsweek America’s Top Financial Advisory Firms 2026
Winner of 2025 Wealthies RIA Client Initiative for Advisor Matching Tool
Frequently Asked Questions
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Not necessarily. The window narrows as the close approaches, but there are meaningful actions available depending on your timeline, from estimated payment planning to year-end positioning. The earlier we talk, the more options we can outline for you.
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Standard wealth management tends to work well in routine environments, but transactions that bring multiple disciplines together require integrated planning. That coordination is a core part of our offering.
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Retaining a stake after a transaction can create complexity beyond what a standard financial plan addresses. We help you understand your ongoing exposure, how it fits in your broader portfolio, and what it means for your estate and tax planning.
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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.
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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 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.
