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 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
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.
Financial Solutions We Offer in Naples
Deep Experience Working With…
Concentrated Stock
At Mercer Advisors, we help Naples clients manage concentration with a financial plan that focuses on unlocking liquidity, reducing risk, and preserving long-term wealth.
Divorcing & Divorced
We provide Naples 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 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 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 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.
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.
Ready to learn more from the Naples 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
