Located in Clintonville, we’re proud to help individuals and families in Central Ohio and across the country navigate life’s financial decisions through personalized, collaborative, and tax-focused wealth planning. As a predominantly women-led team, we’ve long believed in meeting clients where they are, taking the time to understand their goals and empowering them to move forward with confidence. Today, we’re able to build on that approach with the expanded resources available through Mercer Advisors.
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.
Meet the Columbus Team
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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.
Columbus Offices Fast Facts & Specialties
- Building lasting client relationships in the central Ohio community through referrals, community involvement, and trusted professional networks
- Providing comprehensive wealth planning, investment management, tax planning and preparation, estate planning, and insurance services
- Bringing decades of experience helping individuals and families achieve their financial goals through detailed and personalized, relationship-driven guidance
Financial Solutions We Offer in Columbus
Deep Experience Working With…
Concentrated Stock
At Mercer Advisors, we help Columbus clients manage concentration with a financial plan that focuses on unlocking liquidity, reducing risk, and preserving long-term wealth.
Divorcing & Divorced
We provide Columbus residents with compassionate, personalized financial guidance throughout your divorce, empowering you to embrace the opportunities ahead. Learn more about how we can help.
Generational Wealth
Managing wealth across generations isn’t just about protecting assets—it’s about safeguarding your legacy. We collaborate with Columbus families like yours to craft tailored plans that help to ensure long-term financial continuity.
Inherited Wealth
Your inheritance marks a beginning and an end. Learn more about how we approach this delicate situation for Columbus residents and help ensure your new wealth is protected, optimized, and meets your long-term goals.
IPOs & Liquidity Events
Whether you’re holding RSUs, ISOs, NSOs, or ESPP shares, the decisions you make now may shape your financial future. Learn how we can help demystify the process for you and help avoid a hefty tax bill.
Retirement Planning
Retirement planning is a vital aspect of financial wellness that transcends age, income level, or career stage. See how we can help Columbus residents design retirement plans that help them achieve their financial goals.
Special Needs
Caring for a loved one with disabilities brings unique responsibilities, and planning ahead is one of the most important things you can do. We’ll help you prioritize what matters most, understand what can wait, and build a plan that gives you confidence.
Women & Wealth
We’re fiercely committed to amplifying women’s financial confidence. Learn how we’re leading the charge to create better financial outcomes for women in Columbus.
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Columbus community and specializes in areas relevant to local residents.
I founded NorthAvenue Financial Advocates with the belief that financial planning should be personal, collaborative, and focused on helping people achieve what matters most to them. I’m especially proud to expand my ability to serve women through Women & Wealth at Mercer Advisors — an approach designed to meet women where they are, professionally, personally, and financially. It’s a natural extension of the personalized relationships I’ve always valued, helping create the context for women to experience greater financial confidence.
As part of a predominantly women-led team at NorthAvenue Financial Advocates, I’ve seen how meaningful it is to create a planning experience where clients feel heard, supported, and confident in the decisions they’re making. Joining Mercer Advisors allows me to build on that foundation with expanded resources for women investors across tax, estate planning, investment management, and other family office services. I’m proud to continue serving clients with the same commitment they’ve always known, now backed by even broader capabilities.
NorthAvenue is a tradename. All services provided by NorthAvenue investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors, Inc. “Mercer Advisors” is a brand name used by several affiliated legal entities owned by Mercer Advisors, Inc., including, Mercer Global Advisors, Inc., an SEC registered investment adviser providing investment advisory and family office services; Mercer Advisors Private Asset Management, Inc., an SEC registered investment adviser providing discretionary investment management services to affiliated private funds; Mercer Advisors Tax Services LLC, a tax services and accounting firm; Heim, Young and Associates, Inc., (MA Brokerage Solutions) a broker/dealer, member FINRA/SIPC; and Mercer Advisors Insurance Services LLC, (MAIS) an insurance agency.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All Estate planning document preparation and other legal advice are provided through select third parties, with which Mercer Advisors has a contractual relationship. Mercer Advisors Tax Services, LLC, does not provide financial audit, assurance, compilations, or forensic accounting services. Each individual tax situation is unique, depending on complexity, additional fees may apply. Insurance products are provided by Mercer Advisors Insurance Services, LLC (MAIS), which places individual life, disability, long term care coverage, and property and casualty coverage through select insurance companies. Trustee services are offered through select third parties with which a client would sign an additional agreement, and additional fees may apply.
Ready to learn more from the Columbus 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