Our team has been serving high-net-worth individuals and families in Naples for decades, helping preserve and protect their wealth and maximize their legacy for the next generation. Whatever your goals or life stage, we are here to provide you with the blueprint for achieving Economic Freedom™.
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.
Naples – Downtown
Naples – Downtown
Naples – Downtown Offices Fast Facts & Specialties
- Wealth optimization for business owners: Whether you are contemplating a third-party sale, transfer to family members, or a sale to employees, we can help maximize your potential for success.
- Retirement planning expertise: Our team specializes in helping people at or near retirement devise strategies to maximize income while minimizing taxes.
- Life transition events: We have deep expertise working with clients through major transitions to minimize financial impact and achieve Economic Freedom™.
Financial Solutions We Offer in Naples – Downtown
Deep Experience Working With…
Concentrated Stock
At Mercer Advisors, we help Naples – Downtown clients manage concentration with a financial plan that focuses on unlocking liquidity, reducing risk, and preserving long-term wealth.
Divorcing & Divorced
We provide Naples – Downtown 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 Naples – Downtown 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 Naples – Downtown 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 Naples – Downtown 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 Naples – Downtown.
Meet Our Talented Advisors
Our team is deeply embedded in the Naples – Downtown community and specializes in areas relevant to local residents.
Ready to learn more from the Naples – Downtown 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