For over 25 years, Mercer Advisors has been a trusted financial advisor in Chicago, helping individuals and families build and protect their wealth with confidence. Our experienced local team—featuring CFP®, CDFA®, and MBA professionals—delivers personalized wealth management and retirement planning strategies tailored to your unique goals. Whether you’re planning for retirement, growing your portfolio, or navigating complex financial decisions, we’re here to help you achieve financial peace of mind in every stage of life.
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.
Chicago
Chicago Offices Fast Facts & Specialties
- Local footprint: We have advisors sitting in the heart of Chicago and the surrounding areas including the Western suburbs all the way up to the North Shore.
- Specialized solutions include: Illinois estate tax strategies, strategies for reducing income tax, and multi-generational succession planning.
- Complex family dynamics: Our team has extensive experience working with widows/widowers, clients navigating divorce or other life transitions, as well as parents of special needs children.
Financial Solutions We Offer in Chicago
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Chicago community and specializes in areas relevant to local residents.
As a Wealth Advisor, my goal is to understand each client’s unique aspirations. I focus on building trust and tailoring strategies that align with their values, ensuring every financial decision supports their dreams and secures their future.
When we talk about amplifying and simplifying your financial life through a comprehensive plan, it isn’t just about securing your future; it’s about the freedom to pursue your dreams and maintain independence without compromise.
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 their cause through volunteering.
Annual Client Appreciation Event
More than 60 clients and friends attended our first annual client appreciation event at Cantigny Golf Club!
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Ready to learn more from the Chicago team?
Let’s TalkTRUST 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