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
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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