At our Memphis office, we’re proud to serve individuals and families throughout West Tennessee 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 insight with the strength and resources 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.
Memphis
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.
Memphis Offices Fast Facts & Specialties
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Comprehensive Financial Planning – Tailored strategies to help you align your financial life with your personal goals.
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Investment Management – Disciplined, long-term investing backed by decades of experience and evidence-based strategy.
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Retirement Planning – Personalized guidance to help you prepare for and enjoy the retirement you’ve envisioned.
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Deep experience working with – C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions.
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Tax Planning – Delivering holistic, tax-smart strategies designed to help clients keep more of what they earn and strengthen long-term financial outcomes.
- Our Memphis team brings over 100 years of combined experience, with a deep commitment to objective advice and lifelong client relationships.
Financial Solutions We Offer in Memphis
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Memphis community and specializes in areas relevant to local residents.
Financial planning is holistic and broad; it gives confidence to our clients for today and a more secure tomorrow. Our clients benefit from a ‘family office’ approach-integrating investment management, estate planning, and tax strategies under one roof-all designed to simplify wealth management for generations. We do the worrying, so clients don’t have to.
One of my favorite quotes: “The present is the result of the past and the future is the result of the present”. Where we are today in our financial journey is the result of what we have accomplished to this point. Our future financial well-being is the result of our actions today. Comprehensive Financial Planning helps guide our clients toward a brighter future.
Mercer Advisors empowers me to serve you better, combining my expertise with the firm’s comprehensive wealth management solutions to help you achieve your vision for the future. With a unified in-house team of specialists and a fiduciary commitment to your success, we deliver clarity and confidence for every stage of your journey.
“At Mercer Advisors, our goal is to help clients achieve clarity and confidence in every aspect of their financial lives. We take a personalized approach to understanding each client’s goals, priorities, and values—crafting strategies that align with both their current needs and long-term aspirations. Through thoughtful guidance and exceptional service, we strive to empower clients to make informed decisions, stay confident through life’s changes, and live the life they’ve envisioned.”
“As a financial planner, I break down complex financial ideas to help reduce stress and build confidence. I look holistically at your full financial picture, using my specialized skills as a tax strategist. My goal is to help you gain clarity around the future you want to create while helping you build a foundation for lasting financial well-being and independence.”
“At Mercer, we provide comprehensive financial planning that helps clients gain clarity, confidence, and direction in their financial lives. My approach is grounded in understanding each client’s goals, values, and long-term priorities. I bring specialized expertise in tax and estate planning to help simplify complex decisions and create cohesive, well-aligned strategies. My commitment is to offer thoughtful guidance, exceptional service, and a steady partnership through every stage of life.”