A Message From One of Our Advisors
Our Services
Financial Planning
Investment Management
Tax Planning & Preparation1
Estate Planning2
Insurance Solutions3
Trustee Services4
One Team. Every Angle. All Working for You.
At Mercer Advisors, we’re committed to helping women business owners get confidence around their personal and business finances with a unified team of specialists in financial planning, investment management, tax, estate, insurance, and more.
Services for Women Business Owners
- Business Funding Strategy: Guidance on securing loans, improving credit, and preparing for lender conversations.
- Tax Efficient Wealth Building: Coordinated business and personal tax strategies to help preserve more of what you earn.
- Cash Flow and Compensation Planning: Alignment of business expenses, owner pay, and long term savings goals.
- Succession and Exit Planning: A clear framework for selling, transitioning, or passing down your business.
- Retirement Planning for Owners: Long term planning designed to support financial independence beyond the business.
- Employee Benefits and Retention: Competitive benefit and retirement plan solutions to help keep top talent.
- Business and Personal Risk Management: Contingency planning, insurance analysis, and liability protection.
- Integrated Wealth Planning: A connected plan that brings business, family, and personal goals together.
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 the Women of Mercer Advisors
Nearly 50% of our client-facing employees are women, all here to serve you as an integrated team.
Because we are women who are planning for women, we are able to design an experience that speaks to you.
We have an opportunity to help individuals and families not only achieve their financial goals but realize some goals that they might not have even thought of.
We are excited to partner with women as they think about their financial futures
Read Reviews from our Clients
Helping families like yours for over 40 years and counting.
Frequently Asked Questions
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Many women owners reinvest heavily in their companies. Building personal wealth at the same time reduces risk, strengthens long-term security, and ensures your future is not dependent on a single business outcome.
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We review cash flow, credit factors, and financial documentation to strengthen your lending profile. We help you prepare for bank conversations, evaluate loan options, and build strategies that can increase approval odds.
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The strongest plans begin several years in advance. Early preparation can support a better valuation, simplify taxes, and expand your transition options. We help you plan whether you want to sell, pass ownership to family, or step back gradually.
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Yes. We connect business decisions with your personal financial goals. This includes cash flow, taxes, benefits, retirement, and long-term planning. The result is a clearer and more organized financial picture.
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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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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.
