Financial Advisors in Ames
Located in central Iowa, 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.
313 Fifth Street
Suite 101
Ames, Iowa 50010
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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 Ames 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
Our Ames 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 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
Laura Combs
Managing Director
Douglas Gilbert
Senior Vice President, Sales
Andra Reason
Sr. Wealth Advisor, Director
Craig Marrs
Sr. Wealth Advisor
Dale Acton
Wealth Advisor
Stacie Hostetler
Sr. Client Service Specialist
Chelsy Nikolish
Client Service Specialist