Mercer Advisors La Crosse team, serving the Coulee Region since 1984, specializes in financial services for business owners, healthcare professionals, and farmers. With deep expertise in tax planning, business strategies, and wealth transfer, we offer tailored solutions and trusted advisory services to help meet clients’ unique needs.
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.
Onalaska
Onalaska Offices Fast Facts & Specialties
- Deep experience working with: Families, business owners, executives, farmers, and those in the healthcare sector.
- Specialized solutions for: Tax planning, business ownership strategies, managing concentrated positions, and wealth transfer planning.
- Local expertise: Our team features three CFP® professionals, three members with master’s degrees, a Certified Trust and Fiduciary Advisor designee, and over 80 years of combined experience.
Financial Solutions We Offer in Onalaska
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Onalaska community and specializes in areas relevant to local residents.
I believe in taking a comprehensive approach, integrating all aspects of financial health to help ensure our clients’ goals are met.
My role is to provide clarity and confidence, helping clients navigate the complexities of their financial journey with ease.