Speak with a Alpharetta Financial Advisors
Located north of Atlanta with easy access via GA-400, 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.SPEAK WITH AN ALPHARETTA ADVISOR
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 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.
Our Alpharetta financial advisors specialize in helping individuals, families, foundations, endowments, and businesses with comprehensive wealth management services including:
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:
G. Merrick Estes, Jr.
Regional Vice President
Sr. Wealth Advisor, Director
Sr. Wealth Advisor
Client Service Specialist