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Financial Advisors in Atlanta

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



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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

Our Atlanta 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 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

Alan McKnight

Sr. Wealth Advisor

Andrew Medders

Sr. Wealth Advisor

Richard Brad Mundy

Sr. Wealth Advisor

Adam Lee

Wealth Advisor

William Howard

Financial Planner

Grant Wilson

Financial Planner

Cameron Holt

Client Service Specialist

Porche Bradley

Client Service Specialist

James Parker

Client Service Specialist

Alexis Kibbe

Client Service Specialist

Jonathon Betze

Client Service Specialist

Kimberly Maxwell

Client Service Specialist

Jenna Taylor

Client Service Specialist

Angela Tucker

Operations Manager

Bryan Strike

Senior Wealth Strategist


Mercer Advisors Acquires Kays Financial Advisory Corporation

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