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.
Lexington
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.
Lexington Office Fast Facts & Specialties
- We put you first: Our advisors don’t sell proprietary investment products and are focused on serving your best interests, not finding new clients.
- Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, as well as navigate family dynamics and other complexities that arise from it.
- Extensive experience helping Ford, UPS and GE and other corporate employees manage options and retirement planning as a component of a comprehensive financial plan.
Financial Solutions We Offer in Lexington
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Lexington community and specializes in areas relevant to local residents.
For over 35 years, I’ve provided financial advice to families, many of whom I call both clients and friends. Planning for your future can be difficult due to the complex nature of your financial situation. Mercer Advisors provides the resources to enable us to help you to achieve financial freedom.
Every person’s living standard is defined by the amount of money they can freely spend or give away after paying taxes, paying on debts, and saving for the future. Most clients want to maximize their living standard, but finding the optimal balance of those five factors depends on individual circumstances, family makeup, as well as goals, objectives and the current economic environment. I work hard to find the right balance for each client, while considering the impact of inflation.
In Our Community
From sharing our knowledge to volunteering to improve our neighborhoods, our local team loves to give back to the community.
Sponsor of Bellarmine Athletics
Corporate sponsor Bellarmine Athletics providing support to the men’s and women’s basketball programs.
Adventure Camp
Volunteering at Adventure Camp, a day camp style program hosted by the Lincoln Heritage Council, Scouting America for children with special needs to develop social, personal and self-concept skills. Activities include fishing, arts and crafts, pontoon boating, BB guns, archery, canoeing, and more!
KET Summer Celebration
Mercer Advisors was proud to sponsor the KET Summer Celebration, supporting Kentucky Educational Television’s mission of enriching and connecting communities through public media. The event provided a meaningful opportunity to engage with clients, community leaders, and philanthropic partners while celebrating the organizations and individuals who make a lasting impact across the Lexington community.
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Ready to learn more from the Lexington 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