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Financial Advisors in Atlanta, Georgia

Located across from the Braves stadium, 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.

200 Galleria Parkway, SE
Suite 1150
Atlanta, Georgia 30339

770.951.9001
770.951.0902

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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 Atlanta 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

We specialize in helping individuals, families, 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 and non-profits
  • Donor-advised funds and 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, like having families, changing jobs, or marital status change, our advisors can help you stay on track to achieve Economic Freedom™.

Meet Your Atlanta - Galleria Parkway Team

Scott Kays

Managing Director

Andrew Medders

Client Advisor

Bryan Strike

Client Advisor

Alan McKnight

Client Advisor

Adam Lee

Wealth Advisor

Richard Brad Mundy

Wealth Advisor

Melissa Dresnok

Financial Planner

Grant Wilson

Financial Planner

Remington Hasty

Client Service Specialist

Serena Colvin

Client Service Specialist

Angela Tucker

Operations Specialist

Kira Baffi

Client Service Coordinator

News

Mercer Advisors Acquires Kays Financial Advisory Corporation

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