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
Visit Us
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