At Mercer Advisors, our Kansas City wealth advisors work with individuals, families, and business owners to deliver comprehensive, integrated wealth management. Whether you’re preparing for retirement, managing investments, or planning your legacy, our team brings together financial planning, investment management, tax strategy, estate planning, and other specialized expertise. As a fiduciary, we are committed to acting in your best interests. Our team combines deep local knowledge with the resources of a national firm, helping you make informed financial decisions through every stage of life. From navigating tax considerations to building long-term investment strategies, we help simplify complexity so you can focus on what’s truly important to you.
As a fiduciary, we are committed to acting in your best interests. Our team combines deep local knowledge with the resources of a national firm, helping you make informed financial decisions through every stage of life. From navigating tax considerations to building long-term investment strategies, we help simplify complexity so you can focus on what’s truly important to you.
Kansas City
Kansas City
Kansas City
Kansas City
Kansas City
Kansas City
Kansas City
Kansas City
Kansas City
Kansas City
Kansas City
Kansas City Offices Fast Facts & Specialties
- We were founded in 1990 and serve clients with impartial counsel grounded in transparency, ethics, and trust.
- We specialize in comprehensive financial planning, retirement planning, tax minimization, estate and legacy planning, and insurance solutions.
- We offer investment management and alternative investments, plus business consulting, succession planning, and charitable giving and planning.
Financial Solutions We Offer in Kansas City
Deep Experience Working With…
Retirement Planning
Retirement planning is a vital aspect of financial wellness that transcends age, income level, or career stage. See how we can help Kansas City residents design retirement plans that help them achieve their financial goals.
Living in Retirement
Learn more about how we help Kansas City retirees manage healthcare costs, navigate Medicare and Social Security, set up charitable giving, and finding fulfillment in this new chapter.
Generational Wealth
Managing wealth across generations isn’t just about protecting assets—it’s about safeguarding your legacy. We collaborate with Kansas City 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 Kansas City residents and help ensure your new wealth is protected, optimized, and meets your long-term goals.
Millennials
Whether you’re just starting out or managing a complex portfolio, our Kansas City team at Mercer Advisors can help you build stability, confidence, and options.
Women Business Owners
At Mercer Advisors, we help women entrepreneurs navigate the financial complexity that comes with leadership, helping ensure your wealth, your business, and your future all move in the same direction.
Corporate Executives
A corporate executive’s financial landscape includes more than just income—it’s layered with equity compensation, legal exposure, tax complexity, and legacy decisions. Learn how we serve comprehensive wealth management and financial planning for executives who demand both performance and discretion.
Higher Education
See how we help Kansas City faculty, researchers, and administrators align their financial decisions with their goals for retirement, family, and future security.
Physicians
Whether you own your own practice or are part of a hospital-owned practice, we can help with advanced cash flow planning, financing for building or equipment leases, business insurance, paying off medical debts, and planning for retirement.
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 Kansas City.
Single Women
Learn more about how we help single woman like you in Kansas City shape their financial path with strategies designed to protect your assets, grow your wealth, and support 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.
Concentrated Stock
At Mercer Advisors, we help Kansas City clients manage concentration with a financial plan that focuses on unlocking liquidity, reducing risk, and preserving long-term wealth.
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Kansas City community and specializes in areas relevant to local residents.
In my 34 years in financial services, I’ve found fulfillment in building relationships, solving challenges, and helping individuals and families work toward their goals. Growing up in a rural Missouri community, I saw the financial challenges many families face, and I developed a deep appreciation for the importance of financial security and long-term planning. As part of Mercer Advisors, I’m proud to build on that foundation with expanded resources, deep expertise, and a national platform.
I believe successful financial planning begins with listening to clients and understanding what matters most to them, including their goals, concerns, and aspirations. I’m motivated by helping individuals and families turn those priorities into actionable strategies that bring them closer to their desired outcomes. I also enjoy helping clients navigate the emotions and uncertainty that can accompany financial decisions, bringing clarity and perspective to the process. As part of Mercer Advisors, I draw on the firm’s collective expertise and resources to develop thoughtful, personalized strategies that help clients move forward with greater confidence.
I’m motivated by helping clients feel confident about their financial future, whether they’re preparing for retirement, confirming they’re on track, or navigating a financial challenge. After paying off my student loans in just two years, I saw firsthand the lasting impact of financial education and thoughtful planning. This inspired me to pursue a career in finance. I have a collaborative, relationship-first approach, creating an environment where clients feel comfortable asking questions, sharing concerns, and being open about their goals. As part of Mercer Advisors, I draw on the firm’s depth of expertise and resources to make complex financial decisions more manageable through clear communication, proactive guidance, and personalized strategies.
Ready to learn more from the Kansas City team?
Let’s TalkMore About Kansas City
Kansas City is a thriving, bistate metropolitan area with a strong business community and deep-rooted family and community values. As a regional hub for finance, healthcare, manufacturing, technology, transportation, and entrepreneurship, the area is home to professionals, business owners, executives, and multigenerational families, many of whom have complex financial planning needs. Business owners and entrepreneurs face questions about succession planning, exit strategies, and liquidity events, making coordinated wealth preservation and tax planning especially important.
In addition, Kansas City’s diverse economy means many residents are corporate executives and professionals with equity compensation to manage, or individuals and families approaching retirement who need dependable income strategies. This increases the importance of proactive financial planning, including investment management, tax-efficient wealth accumulation, cash flow planning, and retirement income strategies that account for Social Security. Multigenerational families also benefit from estate and legacy planning, charitable giving, and wealth transfer strategies, and local employers rely on retirement plan consulting, fiduciary support, and investment oversight.
Kansas taxes individual income at 5.2% on taxable income up to $23,000 and 5.58% above that amount. For higher-income households, nearly all income is taxed at the top rate, so understanding how income sources such as retirement distributions, capital gains, and business income are taxed at the state level is critical for effective planning.
Kansas does not tax Social Security income. Distributions from IRAs and 401(k)s are generally taxable as income, while civil service pensions, Kansas state and local government pensions, and military retirement pay are exempt. This makes tax-efficient withdrawal strategies and Roth conversion planning especially important for Kansas retirees with substantial private retirement accounts.
Kansas does not charge an estate tax or an inheritance tax, which can simplify certain estate planning strategies. However, federal estate tax thresholds and gifting strategies remain key considerations for higher-net-worth families. Coordinating estate planning with tax and investment strategies can help improve long-term outcomes.
Property taxes vary by county, and for clients who own significant real estate, including primary residences, second homes, or investment property, these taxes can be a meaningful carrying cost. Incorporating real estate into a broader financial plan can help manage these expenses and support long-term wealth transfer goals.
TRUST WE HAVE EARNED
#1 RIA in 2026 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 2026 Wealthies: M&A Leader and Rising Star of the Year
