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-like 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.
- Our Memphis team brings over 60 years of combined experience, with a deep commitment to objective advice and lifelong client relationships.
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.