What Will Your Legacy Be?

We know that planning for the future can be daunting, but our team of professionals is here to help you every step of the way. Estate Planning with Mercer Advisors ensures that your life’s work passes on to your loved ones.

Our estate planning specialists will help you connect the dots to avoid probate, court involvement, and tax exposure. But what sets Mercer Advisors apart is that we have an in-house team that supports you along the way:

A seasoned legal team with a comprehensive understanding of your financial situation.
An advisor with extensive knowledge of your financial goals.
An entire team working for you, so you can connect the dots of your financial life.

Our efficient, holistic, and integrated team is designed to help save you time, money, and gives you confidence. When you work with a wealth advisor that understands your full financial picture, you can be assured that your long-term goals are our number one priority.

Don’t leave your legacy to chance. Contact us today to learn more about estate planning with Mercer Advisors and how we can help you secure your future.

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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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