Wealth Management Services in Ames, Iowa
Located our office brings together CERTIFIED FINANCIAL PLANNER™ professionals, investment strategists, CPAs, and estate planning attorneys all under one roof to help you achieve your goals.
Hours: Hours: 8AM - 5PM, Monday - Friday
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 Ames that best fits your needs. Our wealth advisors strive to understand your financial situation 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
We specialize in helping individuals, families, and businesses with comprehensive wealth management services including:
- Retirement planning
- Trusts and estate planning
- Social security optimization
- Socially responsible investments
- Foundations and non-profits
Meeting the Financial Needs of Central Iowa
Our office serves clients across Iowa and the Midwest. As a Fiduciary, we are held to a high standard of care and we are legally required to act in our clients’ best interests. We understand the need to balance your current obligations with your future expectations, and we’ll help you develop a comprehensive financial plan to achieve that balance. With deep roots in our community, we enjoy working with Central Iowans who appreciate our long-term approach focusing on the peace of mind that comes with Economic Freedom™.
Meet Your Ames Team
Branch Manager & Client Advisor
Senior Client Advisor