Mercer Advisors

Welcome to Our Boca Raton Office

Experienced Financial Advisors in Boca Raton, FL

Boca Raton Financial Planning

Our Mercer Advisors Boca Raton team has worked with high-net-worth individuals and families in Southeast Florida for decades to preserve and protect their wealth and maximize their legacy for the next generation. Whatever your goals or life stage, we are here to provide you with the blueprint for achieving Economic Freedom™.

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.

Ben Kautz
Ben Kautz Signature
Ben Kautz, CFP® Executive Managing Partner, East Division
Boca Raton
Keith Huber
Keith Huber Managing Partner
Boca Raton
Scott Snider
Scott Snider, CFP®, RICP®, CEPA Principal
Boca Raton
Ready to get in touch? My team and I are here to help.
Rose Cooke
Rose Cooke Regional Vice President
Boca Raton
Let’s Talk

Boca Raton

327 Plaza Real Blvd.
Suite # 309
Boca Raton, Florida 33432

Phone: 561.417.0001

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Boca Raton Offices Fast Facts & Specialties

  • Wealth optimization for business owners: Whether you are contemplating a third-party sale, transfer to family members, or a sale to employees, we can help maximize your potential for success.
  • Retirement planning expertise: Our team specializes in helping people at or near retirement devise strategies to maximize income while minimizing taxes.
  • Life transition events: We have deep expertise working with clients through major transitions to minimize financial impact and achieve Economic Freedom™.

Financial Solutions We Offer in Boca Raton

Mercer Advisors delivers comprehensive financial guidance designed to address the full complexity of your financial life. Our Boca Raton 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
Personalized financial planning for Boca Raton individual clients and families, integration cash flow, retirement goals, education planning, and long-term priorities into one cohesive strategy.
Tax Planning & Preparation
Proactive tax planning and preparation designed to help Boca Raton residents manage tax exposure while aligning financial decisions with state and federal tax considerations.
Investment Management
Institutional-grade portfolio management tailored to Boca Raton clients, focused on long-term objectives, risk management, and disciplined investment strategies.
Estate Planning
Thoughtful estate planning support for families, helping structure assets, beneficiaries, and legacy goals within state and federal estate frameworks.
Insurance Solutions
Risk management strategies that help Boca Raton clients protect income, assets, and family needs through carefully evaluated insurance solutions.
Trustee Services
In-house fiduciary trust services designed to support complex estate plans, multigenerational wealth, and long-term stewardship under state regulations.

Meet Our Talented Advisors

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

See the full team

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

Rose Cooke
Regional Vice President, Boca Raton
Let’s Talk

Already a client?

Please reach out to your Advisory Team directly.