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
Comprehensive financial planning for Boca Raton clients and families built to help identify how decisions in one part of your financial life may affect others, and to keep your strategy current as your situation evolves — delivered by one integrated team of experienced financial advisors.
Tax Planning & Preparation
Proactive tax planning and preparation for Boca Raton residents that can help coordinate investment decisions, income timing, and estate considerations with your tax strategy, so each area of your plan can work more efficiently together as part of an integrated wealth management approach that connects tax strategy to every other financial decision.
Investment Management
Institutional-grade portfolio management for Boca Raton clients and families designed to help build and manage a portfolio around how you define success — taking into account your goals, preferred risk level, liquidity needs, and tax sensitivity, delivered by a fiduciary team committed to acting in your best interest.
Estate Planning
Estate planning guidance for Boca Raton clients that can help make sure your wishes are properly documented, your assets are structured thoughtfully, and your loved ones aren’t left with unnecessary burdens — with an estate plan that can evolve alongside your financial plan, your family, and the life you’re building.
Insurance Solutions
Insurance and risk management services for Boca Raton clients and families that can help evaluate your coverage through the lens of your broader financial plan — identifying gaps and adjusting as your assets and circumstances change as part of a comprehensive wealth management plan that treats risk management as a core priority.
Trustee Services
Independent trust administration services for Boca Raton clients built to help bridge institutional trust administration capabilities with the personalized attention your family deserves, with a team that works directly alongside your wealth advisor as part of an integrated wealth management relationship that spans your full financial life.

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 learn more from the Boca Raton 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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Ready to get in touch?
My team and I are here to help.

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

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