For over 35 years, the Louisville team has been helping our clients to make effective decisions at every stage of their lives. We do this by providing comprehensive financial planning, investment management, tax, estate, insurance, and more into one integrated offering.
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.
Louisville
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.
Louisville Offices 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 Louisville
Deep Experience Working With…
Concentrated Stock
At Mercer Advisors, we help Louisville clients manage concentration with a financial plan that focuses on unlocking liquidity, reducing risk, and preserving long-term wealth.
Divorcing & Divorced
We provide Louisville residents with compassionate, personalized financial guidance throughout your divorce, empowering you to embrace the opportunities ahead. Learn more about how we can help.
Generational Wealth
Managing wealth across generations isn’t just about protecting assets—it’s about safeguarding your legacy. We collaborate with Louisville 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 Louisville residents and help ensure your new wealth is protected, optimized, and meets 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.
Retirement Planning
Retirement planning is a vital aspect of financial wellness that transcends age, income level, or career stage. See how we can help Louisville residents design retirement plans that help them achieve their financial goals.
Special Needs
Caring for a loved one with disabilities brings unique responsibilities, and planning ahead is one of the most important things you can do. We’ll help you prioritize what matters most, understand what can wait, and build a plan that gives you confidence.
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 Louisville.
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Louisville 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!
Knights Basketball Game
As part of our annual sponsorship with Bellarmine University Athletics, Mercer Advisors welcomed 50 clients to the Knights’ game against Florida Gulf Coast and held a VIP ticket giveaway that provided exclusive locker‑room chalk talk access and a meet‑the‑players experience.
Scouting America Lincoln Heritage Council
The Adventure Camp run by the Lincoln Heritage Council of Scouting America welcomed Mercer Advisors team as volunteers to help support a camp-style outdoor experience designed to help children with special needs build confidence, social skills, and greater independence.
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Ready to learn more from the Louisville 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
