We’re proud to serve individuals and families in North Naples, Florida and across the country with personalized, comprehensive wealth management advice and coordination. Whether you’re preparing for retirement, designing your estate, or navigating a major life transition, our team is here to guide you. We combine deep local expertise with the strength and resources of a national firm to help you achieve your financial goals with confidence and clarity.
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.
Naples
Naples
Naples
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.
Naples Offices Fast Facts & Specialties
- Comprehensive planning, broad knowledge spanning financial planning, investment management, estate planning, and tax strategy and preparation.
- Specializing in ultra-high-net worth families, corporate executives, and business owners.
- Serving more than 200 families, with over $1.2 billion of assets under management.
- Consistency of service – we’re proud that our leadership team has worked together for nearly 15 years.
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Naples community and specializes in areas relevant to local residents.
Our roots have always been in serving ultra-high-net-worth individuals with complex issues as well as the next generation. As a trusted decision-making partner, our focus has been to understand what is most important to those we serve and provide clarity, confidence and peace of mind. Now with Mercer Advisors, we can continue to serve all levels of wealth across families, while maintaining a high standard of care.
We are honored to be a trusted partner to our client families. Through the family wealth planning process, we help provide a clear financial roadmap for today and the future. Our partnership with Mercer Advisors strengthens our ability to deliver holistic care and uphold our promise to serve clients and their loved ones through every life stage.
With Mercer Advisors, we now have access to in house estate planning, under one roof. This missing piece helps us connect all the dots as we help coordinate and guide families through important estate planning decisions. By partnering with clients on their overall estate plan, we are able to prepare the next generation through ongoing financial guidance as they begin their financial journey.
