We get you to think about money like you’ve never thought about it before
Has rolling up your sleeves, working hard, and building success always been part of your DNA? Then we believe Mercer Advisors is the wealth management firm for you.
Because we’re here to help you keep building on that success. But at the same time, we fundamentally believe there’s a point in life where the wealth-builder in you deserves to become the wealth-enjoyer of all you’ve attained.
Because to us, helping you protect and grow your wealth is about much more than just your investment portfolio
Of course, a well-managed investment portfolio is the cornerstone to building wealth. And we strive to do that exceptionally well.
But if returns are your sole focus, those returns can quickly be offset by what happens in the other parts of your financial life. Like not preparing for major taxable events, having an incomplete estate plan, a retirement plan that’s on autopilot, or a less than ideal business succession strategy.
So, unlike most firms, we have expertise across financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. With specialists across each of these areas communicating with each other about you, and with you.
Put simply, we help oversee and connect all the dots of your financial life.
They’re here to help you connect all your financial dots
Regional Service Manager
Regional Service Manager
Scott Kays, CFA, CFP® founded Kays Financial Advisory Corporation in 1985, which was acquired by Mercer Advisors in November 2020. In addition to managing the firm and developing comprehensive financial plans for clients, he also served as KFAC’s Chief Investment Officer. Scott is a CERTIFIED FINANCIAL PLANNER™ professional and has earned the Chartered Financial Analyst® designation. He has appeared numerous times on the Fox Business Network and CNBC, been featured in the Wall Street Journal, and authored two books, Achieving Your Financial Potential (Doubleday, 1999) and Five Key Lessons from Top Money Managers (John Wiley and Sons, 2005). Married since 1985 with six children, his numerous interests outside of work include roasting coffee, professional bodybuilding, and outdoor activities.
with one of our talented wealth advisors who’ll help you connect all your financial dots
We’ll touch base to discuss your individual needs so that we can connect you with a wealth advisor who’s right for you.
Please Note: The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services.