Mercer Advisors

Welcome to Our Albuquerque Office

Experienced Financial Advisors in Albuquerque NM

Albuquerque Financial Planning

For over 40 years, Mercer Advisors has served individuals and families in New Mexico. We offer a personalized approach to your comprehensive wealth management needs.

We offer comprehensive wealth management through a family office structure, helping clients amplify and simplify their financial lives by bringing together financial planning, investment management, tax, estate, insurance, and more into one integrated offering. We look forward to connecting with you and your family.

David Kerber
David Kerber Signature
David Kerber, CFP®, CRPC®, MPAS®, ABFP℠ Managing Partner
Albuquerque
Ready to get in touch? My team and I are here to help.
David Ricci
David Ricci, CFP® Regional Vice President
Albuquerque
Let’s Talk

Albuquerque

By appointment only

100 Sun Avenue N.E.
Suite 650 (office number 652)
Albuquerque, New Mexico 87109

Phone: 505.298.4040

See all New Mexico locations

Albuquerque Offices Fast Facts & Specialties

  • Deep experience with: Medical professionals, entrepreneurs, tech leaders, real estate professionals, and engineers.
  • Specialized solutions include: Real estate wealth, multi-generational succession planning, concentrated stock positions, divorce, and other life transitions.
  • We’re proud that nearly half of our client-facing team firm-wide are women.

Financial Solutions We Offer in Albuquerque

Mercer Advisors delivers comprehensive financial guidance designed to address the full complexity of your financial life. Our Albuquerque team brings together planning, investment management, tax strategy, estate planning, and trust services — working collaboratively to help individuals and families make confident, informed financial decisions.
Financial Planning
Comprehensive financial planning for Albuquerque clients and families that can help bring together income, retirement goals, tax strategy, and estate considerations into one cohesive, living financial plan — delivered by one integrated team of experienced financial advisors.
Tax Planning & Preparation
Year-round tax planning and preparation for Albuquerque clients built to help treat taxes as an ongoing part of your financial plan — not an annual event — with dedicated tax preparers and advisors working alongside your wealth advisor as part of an integrated wealth management approach that connects tax strategy to every other financial decision.
Investment Management
Goals-based investment management for Albuquerque clients that can help connect your investment portfolio to your broader financial plan, so risk management, tax efficiency, and long-term performance can all work in concert, delivered by a fiduciary team committed to acting in your best interest.
Estate Planning
Thoughtful estate planning for Albuquerque clients and families designed to help integrate estate planning into your full financial picture, so decisions around trusts, gifting, and asset distribution can be made in context — with an estate plan that can evolve alongside your financial plan, your family, and the life you’re building.
Insurance Solutions
Strategic insurance planning for Albuquerque clients designed to help close the coverage gaps that can leave a financial plan exposed, with recommendations drawn from a range of national carriers and no incentive to favor any one of them as part of a comprehensive wealth management plan that treats risk management as a core priority.
Trustee Services
Independent trust administration services for Albuquerque clients that can help manage trust assets, coordinate distributions, handle trust tax preparation, and maintain detailed records — all integrated with your broader wealth management team as part of an integrated wealth management relationship that spans your full financial life.

Meet a Few of Our Talented Advisors

Our team is deeply embedded in the Albuquerque community and specializes in areas relevant to local residents.

David Rich

As children finish college, expenses decrease and savings increase. It becomes a critical time to help my clients maximize a saving and investment strategy, minimize tax impact, and make a serious plan for retirement.

See the full team

In Our Community

From sharing our knowledge to volunteering to improve our neighborhoods, our local team loves to give back to the community.

Susan G. Komen 3-Day Breast Cancer Walk

Each year, organizers of the Susan G. Komen 3-Day Walk invite advocates on a 60-mile journey to end breast cancer. Mercer Advisors supports Nancy Hudak, a member of our office, in her annual participation.

Learn more

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Ready to learn more from the Albuquerque team?

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TRUST WE HAVE EARNED

#1 RIA Firm in 2025 Award - Barron's Top 100 RIAs Ranking

#1 RIA in 2025 Barron’s Top 100 RIAs Ranking

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Mercer Advisors' 2026 Best Overall Financial Advisory Firm for High-Net-Worth Individuals Award issued by The Wall Street Journal Buy Side

Best Overall Financial Advisory Firm for High-Net-Worth Individuals 2026 by The Wall Street Journal Buy Side

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Mercer Advisors 5 Star Ranking on Newsweek America's Top Financial Advisory Firms 2026

5 Star Ranking on Newsweek America’s Top Financial Advisory Firms 2026

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Winner of 2025 Wealthies RIA Client Initiative for Advisor Matching Tool

Winner of 2025 Wealthies RIA Client Initiative for Advisor Matching Tool

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See more awards

Ready to get in touch?
My team and I are here to help.

David Ricci, CFP®
Regional Vice President, Albuquerque
Let’s Talk

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