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.
Ready to get in touch? My team and I are here to help.
John Mazzei, CFP®
Regional Vice President
Plano
Plano
Plano
Plano 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 Plano
Mercer Advisors delivers comprehensive financial guidance designed to address the full complexity of your financial life. Our Plano 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
Personalized financial planning for Plano individual clients and families, integration cash flow, retirement goals, education planning, and long-term priorities into one cohesive strategy.
Tax Planning & Preparation
Proactive tax planning and preparation designed to help Plano residents manage tax exposure while aligning financial decisions with state and federal tax considerations.
Investment Management
Institutional-grade portfolio management tailored to Plano clients, focused on long-term objectives, risk management, and disciplined investment strategies.
Estate Planning
Thoughtful estate planning support for families, helping structure assets, beneficiaries, and legacy goals within state and federal estate frameworks.
Insurance Solutions
Risk management strategies that help Plano clients protect income, assets, and family needs through carefully evaluated insurance solutions.
Trustee Services
In-house fiduciary trust services designed to support complex estate plans, multigenerational wealth, and long-term stewardship under state regulations.
Meet Our Talented Advisors
Our team is deeply embedded in the Plano community and specializes in areas relevant to local residents.