Our Gallatin-based team has spent more than twenty-five years helping individuals and families across the southeast make critical decisions with their wealth. Whether you are saving for or nearing retirement, selling a business, or transferring wealth to the next generation, we create a customized, comprehensive plan designed to help achieve your goals.
We offer comprehensive wealth management through a family office-like 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.
Gallatin
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.
Gallatin Offices Fast Facts & Specialties
- Comprehensive planning: Our team specializes in constructing your financial plan to help meet specific goals. Our areas of expertise include retirement planning, investment management, tax, estate and insurance planning.
- Extensive experience with: Executives, physicians, widows, entrepreneurs and small business owners.
- Institutional-grade investing: Our approach is modeled after the best practices of the world’s largest institutional investors and provides access to private markets for those who qualify.
Meet Our Talented Advisors
Our team is deeply embedded in the Gallatin community and specializes in areas relevant to local residents.