Financial Advisors in Alpharetta, GA
Located north of Atlanta with easy access via GA-400 our Alpharetta office brings together CERTIFIED FINANCIAL PLANNERS™, advisors, investment strategists, CPAs, and estate planning attorneys all under one roof to help you achieve your goals.
Hours: 8 AM – 5 PM, Monday – Friday
Mercer Advisors has more than 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 financial advisor in Atlanta that best fits your needs. Our wealth advisors will take the time to fully understand your financial situation and goals and guide you on the path to grow your wealth, attain Economic Freedom™, and succeed in your life journey.
Financial Management to Help Maximize Wealth
Our Alpharetta financial advisors specialize in helping individuals, families, foundations, endowments, and businesses with comprehensive wealth management services including:
- Retirement planning
- Trusts and estate planning
- Tax planning and return filing
- Insurance analysis
- Long term care / Medicare planning
- Company retirement plans
- Social security optimization
- Tax efficient investing
- Socially responsible investments
- Foundations & non-profits
- Donor advised funds & charitable trusts
- Education / college planning
- Cash flow / budget optimization
Meeting the Financial Needs of the Alpharetta Community
Our office serves clients who live and work throughout the Southeastern United States. The diverse nature of our client base means we have the expertise to manage complex financial issues including equity compensation and highly concentrated positions, asset inheritance, divorce, or transitioning into retirement. Whether we are serving clients, or actively participating in local organizations, we are committed to serving the community in which we live and work. We currently support the following local organization:
- Financial Planning Association pro bono efforts, connecting financial planning practitioners to individuals, families,
and communities in need.
Meet Your Alpharetta - Atlanta Team
G. Merrick Estes, Jr.
Regional Vice President
Client Advisor and Branch Manager