At our North Carolina offices, we’re proud to serve individuals and families across the Carolina’s and beyond, with comprehensive wealth management tailored to your unique financial goals. Whether you’re planning for retirement, managing your estate, or navigating a major life transition, our team combines local expertise with the strength of a national firm to guide your financial journey.
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.
Meet the Asheville Team
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Stronger Together
Mercer Advisors understands the importance of joining forces with impressive local advisory firms. Together, we can provide clients with a greater breadth and depth of services and value—and, most importantly, keep our promises to them.
We’ve worked hard to retain some of the best aspects of a local boutique firm: white-glove service that comes from an intimate understanding of our clients’ families, lifestyles, situations, and needs. We combine this with the type of resources, specialized personnel, and risk mitigation of a national firm.
Asheville Offices Fast Facts & Specialties
- Specializing in comprehensive wealth management services which includes financial planning, estate planning, tax planning and preparation, & insurance planning.
- Servicing more than 530+ households, with $523 million in assets under management.
- We’re proud that our management team has worked together for more than 20 years.
Financial Solutions We Offer in Asheville
Deep Experience Working With…
Concentrated Stock
At Mercer Advisors, we help Asheville clients manage concentration with a financial plan that focuses on unlocking liquidity, reducing risk, and preserving long-term wealth.
Divorcing & Divorced
We provide Asheville residents with compassionate, personalized financial guidance throughout your divorce, empowering you to embrace the opportunities ahead. Learn more about how we can help.
Generational Wealth
Managing wealth across generations isn’t just about protecting assets—it’s about safeguarding your legacy. We collaborate with Asheville families like yours to craft tailored plans that help to ensure long-term financial continuity.
Inherited Wealth
Your inheritance marks a beginning and an end. Learn more about how we approach this delicate situation for Asheville residents and help ensure your new wealth is protected, optimized, and meets your long-term goals.
IPOs & Liquidity Events
Whether you’re holding RSUs, ISOs, NSOs, or ESPP shares, the decisions you make now may shape your financial future. Learn how we can help demystify the process for you and help avoid a hefty tax bill.
Retirement Planning
Retirement planning is a vital aspect of financial wellness that transcends age, income level, or career stage. See how we can help Asheville residents design retirement plans that help them achieve their financial goals.
Special Needs
Caring for a loved one with disabilities brings unique responsibilities, and planning ahead is one of the most important things you can do. We’ll help you prioritize what matters most, understand what can wait, and build a plan that gives you confidence.
Women & Wealth
We’re fiercely committed to amplifying women’s financial confidence. Learn how we’re leading the charge to create better financial outcomes for women in Asheville.
Meet a Few of Our
Talented Asheville Advisors
Our team is deeply embedded in the Asheville community and specializes in areas relevant to local residents.
For more than 25 years, we’ve focused on serving clients as a fiduciary with comprehensive investment planning at the center of our service model. We were excited that Mercer Advisors shares the same core values and would help us leverage our practice.
Our two primary client-facing tenets never changed—transparency and client education. Partnering with Mercer Advisors allows us to maintain these key tenets while offering our clients additional valuable services that we could not, which is exactly the sort of win-win for our clients we were hoping to find in a partner firm!
Client Success Story
- A longtime Asheville couple approached Mercer Advisors seeking clarity around retirement income and tax efficiency.
- Our team coordinated financial planning, investment strategy, and tax guidance to support a confident retirement transition.
- Today, they benefit from a clear plan designed to support income needs, long-term goals, and legacy considerations.
Working with Mercer Advisors in Asheville gave us confidence that our entire financial picture was finally aligned. Their team approach made complex decisions feel manageable and well thought out.
More About Asheville
Financial planning in Asheville requires a clear understanding of North Carolina’s tax and regulatory environment. The state’s flat income tax structure, combined with realtively moderate property taxes, creates planning opportunities for both working professionals and retirees.
While North Carolina does not impose a state estate or inheritance tax, federal estate considerations and beneficiary planning remain critical for higher-net-worth families. Coordinating tax strategy, estate planning, and investment decisions helps Asheville residents make informed choices that support both current and future financial goals
TRUST WE HAVE EARNED
#1 RIA in 2025 Barron’s Top 100 RIAs Ranking
Best Overall Financial Advisory Firm for High-Net-Worth Individuals 2026 by The Wall Street Journal Buy Side
5 Star Ranking on Newsweek America’s Top Financial Advisory Firms 2026
Winner of 2025 Wealthies RIA Client Initiative for Advisor Matching Tool
