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.

Jill Fopiano, CFA, CFP® Partner, Sr. Wealth Advisor
Boston – West

Lis Zimmerman, CFP®, CRPC® Partner, Market Leader
Boston – West

Brian Picariello, CPA/PFS, CFA® Managing Partner
Boston – West

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

Austin Minor Regional Vice President
Boston – West

Let’s Talk

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.

Boston – West Offices Fast Facts & Specialties

Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others.
Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions.
We’re proud that nearly half of our client-facing team firm-wide are women.

Financial Solutions We Offer in Boston – West

Mercer Advisors delivers comprehensive financial guidance designed to address the full complexity of your financial life. Our Boston – West 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 Boston – West 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 Boston – West residents manage tax exposure while aligning financial decisions with state and federal tax considerations.

Investment Management

Institutional-grade portfolio management tailored to Boston – West 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 Boston – West 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 Boston – West community and specializes in areas relevant to local residents.

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.

Sponsoring

South East Land Trust Conservation Trust

June 13, 2026

Mercer Advisors was proud to sponsor the Southeast Land Trust (SELT) Conservation Celebration, an annual gathering that unites community members in support of land conservation. The event celebrates SELT’s ongoing mission to save, share, steward, and sustain the lands we love for future generations.

Learn more

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