Our Comprehensive Financial Services Go Beyond an Estate Plan

You work hard to grow your wealth. Let us help you preserve it (including for the next generation).

At Mercer Advisors we believe good estate planning involves more than working with a lawyer – it should be part of your broader financial plan. Our goal is to offer you a unified and integrated approach that includes financial planning, investment management, tax planning, and, yes, estate planning**. Let us connect the dots for you.

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At Mercer Advisors we believe good estate planning involves more than working with a lawyer – it should be part of your broader financial plan. Our goal is to offer you a unified and integrated approach that includes financial planning, investment management, tax planning, and, yes, estate planning**. Let us connect the dots for you.

Your Estate Plan Shouldn’t be an Afterthought

Many wealth management firms offer estate planning services, but relatively few have in-house estate planning solutions. At Mercer Advisors we use our in-house solutions to integrate estate planning into your total financial picture.

Our estate strategists work directly with our wealth advisors, tax and trust specialists, and financial planners to fulfill a singular goal: to protect your loved ones and the wealth you’ve worked hard to build.

In fact, we’re such firm believers in the importance of having an estate plan that estate planning is included as part of our investment advisory fee.

Logan Baker headshot

At Mercer Advisors, because your wealth advisor and team already understand your family’s financial situation and goals, the process of creating and updating an estate plan is as seamless as possible.”

A Comprehensive Estate Planning Solution

The expertise of the Mercer Advisors interdisciplinary team feeds directly into the estate planning process.

Featured Solutions*

  • Last will & testament
  • Living will
  • Trusts
  • Guardianship documents
  • Financial POA
  • Healthcare POA
  • Healthcare directives
  • HIPAA authorization

An End-to-End, Estate Planning and Execution Process

We don’t just advise. We also follow through with completed documents. Here’s our process.

* Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice is provided through select third parties unrelated to Mercer Advisors.

What Exactly do We do for You?

Financial Planning

Investment Management

Tax Planning & Preparation1

Estate Planning2

Insurance Solutions3

Trustee Services4

Mercer Advisors. A fully independent, national fiduciary.

Client Assets
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Regional offices
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Team Members
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**Estate planning services include wealth transfer planning, incapacity planning, gifting and protection, trust structures, trust location strategies , and connecting you with an attorney as needed.

1 Tax preparation and tax filing are a separate fee from our investment management and planning services.

2 Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice is provided through select third parties unaffiliated with Mercer Advisors.

3 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.

4 Trustee services are offered through select third parties with which a client would engage directly, as such additional fees may apply.

Company data as of March 31, 2024. Client Assets refers to client assets under management (AUM) and client asset under advisement (AUA) by both Mercer Global Advisors Inc. and Regis Acquisition Inc. Client Assets includes assets gained from recent acquisitions where the advisory agreements have been properly assigned to Mercer Global Advisors, but the custodial accounts have yet to be transferred and/or the accounts have yet to be migrated to Mercer Global Advisors’ portfolio management system. Mercer Global Advisors Inc. and Regis Acquisition Inc. are affiliated SEC registered investment advisers and deliver investment advisory and family office related services. Mercer Global Advisors Inc. and Regis Acquisition Inc. are subsidiaries of Mercer Advisors Inc., a parent company not involved with investment services.