For over 40 years, Mercer Advisors has served individuals and families in New Mexico. We offer a personalized approach to your comprehensive wealth management needs.
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 Albuquerque Team
Albuquerque
Albuquerque
Albuquerque
Albuquerque
Albuquerque
Albuquerque
Albuquerque
Albuquerque
Albuquerque
Albuquerque
Albuquerque
Albuquerque
Albuquerque
By appointment only
100 Sun Avenue N.E.
Suite 650 (office number 652)
Albuquerque, New Mexico 87109
Phone: 505.298.4040
Albuquerque Offices Fast Facts & Specialties
- Deep experience with: Medical professionals, entrepreneurs, tech leaders, real estate professionals, and engineers.
- Specialized solutions include: Real estate wealth, multi-generational succession planning, concentrated stock positions, divorce, and other life transitions.
- We’re proud that nearly half of our client-facing team firm-wide are women.
Financial Solutions We Offer in Albuquerque
Deep Experience Working With…
Concentrated Stock
At Mercer Advisors, we help Albuquerque clients manage concentration with a financial plan that focuses on unlocking liquidity, reducing risk, and preserving long-term wealth.
Divorcing & Divorced
We provide Albuquerque 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 Albuquerque 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 Albuquerque 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 Albuquerque 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 Albuquerque.
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Albuquerque community and specializes in areas relevant to local residents.
As children finish college, expenses decrease and savings increase. It becomes a critical time to help my clients maximize a saving and investment strategy, minimize tax impact, and make a serious plan for retirement.
In Our Community
From sharing our knowledge to volunteering to improve our neighborhoods, our local team loves to give back to the community.
Susan G. Komen 3-Day Breast Cancer Walk
Each year, organizers of the Susan G. Komen 3-Day Walk invite advocates on a 60-mile journey to end breast cancer. Mercer Advisors supports Nancy Hudak, a member of our office, in her annual participation.
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Ready to learn more from the Albuquerque 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