For more than 40 years, the team at Mercer Advisors has been serving the Westerville area. With a local team of advisors, we provide tailored, professional guidance to a wide range of families as well as company retirement plans.
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.
Meet the Westerville Team
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Westerville Offices Fast Facts & Specialties
- Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, navigating family dynamics and providing clarity when complexity arises.
- Lifecycle financial planning: Our comprehensive approach is designed to help you enjoy the present – and the future.
- ERISA Plan expertise: We have deep experience in helping companies and their owners manage retirement plans and all the potential administrative complexities.
Financial Solutions We Offer in Westerville
Deep Experience Working With…
Concentrated Stock
At Mercer Advisors, we help Westerville clients manage concentration with a financial plan that focuses on unlocking liquidity, reducing risk, and preserving long-term wealth.
Divorcing & Divorced
We provide Westerville 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 Westerville 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 Westerville 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 Westerville 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 Westerville.
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Westerville community and specializes in areas relevant to local residents.
With over 40 years of helping business owners and high net worth clients accomplish their financial goals, our merger with Mercer Advisors has better equipped us to serve our clients in whatever phase of life we find them and their families.
At Mercer Advisors, I am able to combine my expertise in financial planning with the resources of a national fiduciary firm to provide personal service and guidance to families and business owners looking to chart a course for the future.
In Our Community
From sharing our knowledge to volunteering to improve our neighborhoods, our local team loves to give back to the community.
Ohio State Football Client Event
Mercer Advisors welcomed several clients and community partners to join them for a tailgate and football game at Ohio State.
SEARCH Columbus Golf Outing
Mercer Advisors was the breakfast sponsor for the SEARCH Columbus Golf Outing, and members of the Columbus team participated in the event at Pinnacle Golf Club in Grove City.
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Ready to learn more from the Westerville 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