Since 1998, we have helped individuals and business owners in Central Georgia find the confidence that comes with carefully designed financial plans. Our job is to help you, our clients, achieve your investment goals, so you can be more secure for the future. Whether your first priority is planning for retirement, exit planning for your business, managing a 401(k)-pension plan or creating a tax-efficient estate plan, we can help organize your financial life. 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.
Macon
Macon
Macon
Macon
Macon
Macon Offices Fast Facts & Specialties
- Specializing in comprehensive financial planning which includes investment management, cash flow planning, estate planning, tax planning and preparation, insurance planning, and trust services
- Serving over 250+ households with over $600 million in assets under management
- We are fiduciaries. Your interests come first.
Financial Solutions We Offer in Macon
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Macon community and specializes in areas relevant to local residents.
I enjoy helping provide confidence for clients to reach their financial goals, whether that be planning for or throughout retirement. Mercer Advisors provides the national resources of a family office for comprehensive financial planning through a fiduciary lens for our local community.