Mercer Advisors Logo
Search
Close this search box.

We exist so that you don’t have to worry about money.

For more than 35 years, we’ve worked with families to help them simplify the complexity of their money and, most importantly, to figure out what it’s all for.

Contact Us


By submitting this information, you are selecting to receive promotional communications from the Mercer Advisors team.

Your Next Chapter. Made Possible.

Your Person

Your Advisor

A hand-picked advisor who is focused entirely on serving you, not on finding new clients

 

Your Team

Your Team

A unified in-house team of financial planners, investment consultants, tax accountants and estate advisors

Your Portfolio

Your Portfolio

An institutional-grade personalized portfolio managed by a team of full-time professional portfolio managers.

Your Firm

Your Firm

A fully independent, national fiduciary committed to always working in your best interest.

Meet Advisors Near You

Aaron Langston

Wealth Advisor

Ben Kautz

Executive Managing Director

Brian Picariello

Managing Director

David Haman

Sr. Wealth Advisor

Jessica Caruso

Executive Managing Director

Joseph Mah

Sr. Wealth Advisor

Susan Portnoi

Sr. Wealth Advisor