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.
Denver – Greenwood Village
Denver – Greenwood Village
4600 South Ulster St.
Suite 1050
Denver, Colorado 80237
Phone: 303.221.4867
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.
Denver – Greenwood Village 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.
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Denver – Greenwood Village community and specializes in areas relevant to local residents.
A quote that I think resonates well with how I work as a wealth advisor is, “it does not matter how much you know, until the person knows how much you care.” It reflects how I think about living life with fullness and joy, and truly how we are built for relationships.
In my two decades in finance, I’ve come to realize that money is where values turn into action. Nothing is more satisfying than helping my clients create alignment with their life purpose through their financial plan.
I’m passionate about serving people and helping them navigate life’s financial decisions with clarity and confidence. Our approach is centered on understanding each family’s goals and providing guidance through both opportunities and challenges. Mercer Advisors’ family office model provides the breadth and expertise needed to support families in a truly comprehensive way.