Mercer Advisors

Welcome to Our Orlando Office

Orlando Wealth Management Services

Orlando Financial Planning

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.

Ben Kautz
Ben Kautz Signature
Ben Kautz, CFP® Executive Managing Partner, East Division
Orlando
Keith Huber
Keith Huber Managing Partner
Orlando
Ready to get in touch? My team and I are here to help.
Rose Cooke
Rose Cooke Regional Vice President
Orlando
Let’s Talk

Orlando

By appointment only

555 Winderley Place Offices
#341 Suite 300
Maitland, Florida 32751

Phone: 888.920.1320

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Orlando Offices Fast Facts & Specialties

  • Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others.
  • Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions.
  • We’re proud that nearly half of our client-facing team firm-wide are women.

Financial Solutions We Offer in Orlando

Mercer Advisors delivers comprehensive financial guidance designed to address the full complexity of your financial life. Our Orlando team brings together planning, investment management, tax strategy, estate planning, and trust services — working collaboratively to help individuals and families make confident, informed financial decisions.
Financial Planning
An integrated financial planning process for Orlando clients and families that can help serve as the foundation for every significant financial decision you make, with a plan designed to evolve alongside your life and goals as part of Mercer Advisors’ family office-inspired wealth management model.
Tax Planning & Preparation
Tax planning and preparation services for Orlando individuals and families built to help reduce tax surprises and keep more of what you earn, with proactive planning that goes well beyond annual filing with a dedicated team of financial advisors and tax professionals working in coordination.
Investment Management
Personalized investment management for Orlando clients that can help deliver a goals-first investment approach, where portfolio strategy is shaped by your financial plan rather than the other way around with your wealth advisor revisiting your investment strategy regularly to help keep it aligned with your plan.
Estate Planning
Estate planning for Orlando clients that can help bring estate strategy from concept to completed documents, with a team that coordinates across financial planning, tax, and trust considerations as part of Mercer Advisors’ integrated, family office-inspired wealth management approach.
Insurance Solutions
Insurance solutions for Orlando clients designed to help make insurance decisions as strategic as the wealth you’ve worked to build, with regular portfolio reviews and an unbiased assessment of carriers and policies with a dedicated insurance team working alongside your wealth advisor to help keep your coverage aligned with your goals.
Trustee Services
Professional, independent trustee services for Orlando clients and families that can help take on the administrative, legal, and financial responsibilities of trust management — so your family can focus on what matters most to them with a Trust Operations Group and wealth management team working in coordination on your behalf.

Meet Our Talented Advisors

Our team is deeply embedded in the Orlando community and specializes in areas relevant to local residents.

See the full team

Ready to learn more from the Orlando team?

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TRUST WE HAVE EARNED

#1 RIA Firm in 2025 Award - Barron's Top 100 RIAs Ranking

#1 RIA in 2025 Barron’s Top 100 RIAs Ranking

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Mercer Advisors' 2026 Best Overall Financial Advisory Firm for High-Net-Worth Individuals Award issued by The Wall Street Journal Buy Side

Best Overall Financial Advisory Firm for High-Net-Worth Individuals 2026 by The Wall Street Journal Buy Side

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Mercer Advisors 5 Star Ranking on Newsweek America's Top Financial Advisory Firms 2026

5 Star Ranking on Newsweek America’s Top Financial Advisory Firms 2026

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Winner of 2025 Wealthies RIA Client Initiative for Advisor Matching Tool

Winner of 2025 Wealthies RIA Client Initiative for Advisor Matching Tool

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See more awards

Ready to get in touch?
My team and I are here to help.

Rose Cooke
Regional Vice President, Orlando
Let’s Talk

Already a client?

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