At our Kennebunk office, we’re proud to serve individuals and families across Maine with comprehensive wealth management tailored to your unique financial goals. Whether you’re planning for retirement, managing your estate, or navigating a major life transition, our team combines local expertise with the strength of a national firm to guide your financial journey.
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.
Kennebunk
Kennebunk
Kennebunk
Kennebunk
Kennebunk
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.
Kennebunk Offices Fast Facts & Specialties
- Specializing in financial planning, estate planning, tax planning and preparation, & insurance planning
- Serving 1,300+ clients with $1.5 billion in assets under management
- We’re proud that our management team has worked together for almost 25 years
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Kennebunk community and specializes in areas relevant to local residents.
Joining Mercer Advisors is an exciting next step for our Kennebunk team because it brings together shared values and broader resources for our clients. Our fiduciary commitment remains unchanged, and clients will continue working with the same trusted team they know. What this partnership adds is the strength of a national firm with integrated financial planning, investment management, tax, estate, and insurance solutions to support our clients’ needs.
What energizes me most about joining Mercer Advisors is our shared commitment to always putting clients first. With expanded resources and planning capabilities, clients can move forward through life’s decisions with greater confidence. Just as important, they will continue working with the same trusted advisors who know their financial goals, priorities, and long-term plans.
From a financial planning perspective, joining Mercer Advisors enhances how our team supports clients every day. Charter Oak Capital and Mercer Advisors share a fiduciary commitment, and this partnership allows us to help clients amplify and simplify their financial lives through integrated planning and broader resources. Just as important, our clients will continue working with the same trusted advisors who understand their goals and what matters most to them.
