At our Portsmouth office, we’re proud to serve individuals and families across New Hampshire with comprehensive wealth management tailored to your unique financial goals. Whether you’re planning for retirement, managing your estate, or navigating a major life transition, our team combines local expertise with the strength of a national firm to guide your financial journey.
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.
Portsmouth
Portsmouth
Portsmouth
Portsmouth
Portsmouth
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.
Portsmouth Offices Fast Facts & Specialties
- Specializing in financial planning, estate planning, tax planning and preparation, & insurance planning
- Serving 1,300+ clients with $1.5 billion in assets under management
- We’re proud that our management team has worked together for almost 25 years
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Portsmouth community and specializes in areas relevant to local residents.
I’m incredibly proud of the work that we’re doing at Charter Oak. It’s been a privilege serving families throughout life’s milestones and challenges, and we never took that trust for granted. Joining Mercer Advisors allows our clients to continue working with the same local team, now backed by a national firm offering integrated financial planning, investment management, tax, estate, and insurance solutions to support their evolving needs.
Partnering with Mercer Advisors allows us to offer broader resources and more comprehensive guidance while maintaining the personal relationships our clients value. Our fiduciary commitment will not change. Instead, this partnership enhances our ability to support clients’ goals and helps them move forward with confidence.
Joining Mercer Advisors is a natural fit because we share a deep, fiduciary commitment to always put clients first. Being part of a national firm allows us to offer broader resources, specialized knowledge, and integrated planning while remaining the same local team our clients know and trust. This combination helps us support families more fully — especially during life’s most important decisions and transitions.
