Talk to Atlanta Financial Advisors
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
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.
Our Atlanta financial advisors specialize in helping individuals, families, foundations, endowments, and businesses with comprehensive wealth management services including:
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™.
James Parker
Client Service Specialist
Jenna Taylor
Client Service Specialist
Porche Bradley
Client Service Specialist
Cameron Holt
Client Service Specialist
Angela Tucker
Operations Manager
Grant Wilson
Financial Planner
Bryan Strike
Senior Wealth Strategist
Richard Brad Mundy
Wealth Advisor
Andrew Medders
Sr. Wealth Advisor
Alan McKnight
Sr. Wealth Advisor
Adam Lee
Wealth Advisor
Scott Kays
Managing Director
Kira Baffi
Client Service Coordinator