For more than 40 years, the team at Mercer Advisors has been serving the Westerville area. With a local team of advisors, we provide tailored, professional guidance to a wide range of families as well as company retirement plans.
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.
Westerville
Westerville Offices Fast Facts & Specialties
- Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, navigating family dynamics and providing clarity when complexity arises.
- Lifecycle financial planning: Our comprehensive approach is designed to help you enjoy the present – and the future.
- ERISA Plan expertise: We have deep experience in helping companies and their owners manage retirement plans and all the potential administrative complexities.
Financial Solutions We Offer in Westerville
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Westerville community and specializes in areas relevant to local residents.
With over 40 years of helping business owners and high net worth clients accomplish their financial goals, our merger with Mercer Advisors has better equipped us to serve our clients in whatever phase of life we find them and their families.
At Mercer Advisors, I am able to combine my expertise in financial planning with the resources of a national fiduciary firm to provide personal service and guidance to families and business owners looking to chart a course for the future.
In Our Community
From sharing our knowledge to volunteering to improve our neighborhoods, our local team loves to give back to the community.
Ohio State Football Client Event
Mercer Advisors welcomed several clients and community partners to join them for a tailgate and football game at Ohio State.
SEARCH Columbus Golf Outing
Mercer Advisors was the breakfast sponsor for the SEARCH Columbus Golf Outing, and members of the Columbus team participated in the event at Pinnacle Golf Club in Grove City.
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