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Financial Advisors in Atlanta, Georgia

Located across from the Braves stadium, 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.

200 Galleria Parkway, SE
Suite 1150
Atlanta, Georgia 30339

770.951.9001
770.951.0902

Hours: 8AM – 5PM, Monday – Friday

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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 financial advisor in Atlanta 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
  • Tax planning & 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 Atlanta Community

Our office serves clients who live and work in Atlanta and the surrounding areas. Whether it’s navigating the multitude of choices regarding Social Security and Medicare, the complexity of executive compensation and equity plans, or retirement and tax strategy, our team focuses on what is important to our clients’ lives and the goals they want to achieve. With the many twists and turns our lives take—having families, changing jobs, becoming single—our advisors can ensure you are always on track to achieve Economic Freedom. Our employees are active participants in the community where we live and work and support a number of local organizations and events.

Meet Your Atlanta - Galleria Parkway Team

Kira Baffi

Client Service Coordinator

Serena Colvin

Client Service Specialist

Melissa Dresnok

Financial Planner

Remington Hasty

Client Associate

Scott Kays

Managing Director

Adam Lee

Client Advisor

Alan McKnight

Senior Client Advisor

Andrew Medders

Senior Client Advisor & Sales

Richard Brad Mundy

Client Advisor

Brittany Starnes

Client Service Specialist

Bryan Strike

Senior Client Advisor & Financial Planning Manager

Grant Wilson

Financial Planner

Angela Tucker

Operations Specialist

Awards

News

New Legislation Impacts Retirement Planning

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Mercer Advisors Takes ESG to a New Level

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Mercer Boosts Female Leadership with New Hire

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