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Financial Services and Investment Management Services in Albuquerque, New Mexico

Located in the northeast part of Albuquerque, our office together with the entire Mercer Advisors team bring CERTIFIED FINANCIAL PLANNER™ professionals, investment strategists, CPAs, and estate planning attorneys all under one roof to help you achieve your goals.

4800 Juan Tabo Blvd NE
Suite D
Albuquerque, New Mexico 87111

505.298.4040

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About Us

Mercer Advisors has over 35 years of experience in financial planning and wealth management services, spanning investment management, retirement planning, estate planning, corporate trusts, tax planning and preparation, and more. We’ll match you with a wealth advisor in Albuquerque that best fits your needs. Our financial advisors strive to understand your financial situation and guide you on the path to help grow your wealth, attain Economic Freedom™, and succeed in your life journey.

 

Financial Management to Help Maximize Wealth

We specialize in helping individuals, families, and businesses with comprehensive wealth management services including:

  • Retirement planning
  • Trusts and estate planning
  • Tax planning and return filing
  • Investment management
  • Socially responsible investments

 

Meeting the Financial Needs of the Albuquerque Community

Our office serves clients who live in New Mexico as well as across the US. Whether it’s socially responsible investing (SRI), the complexity of executive compensation and equity plans, or retirement and tax strategy, our team focuses on what is important to our clients’ lives, and the goals they want to achieve. With the many twists and turns our lives take, like having families, changing jobs, or preparing for retirement, our advisors can help you stay on track to achieve Economic Freedom™.

Meet Your Albuquerque Team

Kevin Jack

Managing Director

Marc A. Normann

Regional Vice President

Donna Skeels Cygan

Client Advisor and Branch Manager

News

Mercer Advisors Acquires Sage Future Financial

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