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Financial Advisors in Atlanta

Located in Atlanta, 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.

5901-B Peachtree Dunwoody Road
Suite 275
Atlanta, Georgia 30328



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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

No matter the twists and turns life may take, we can help you stay on track to achieve Economic Freedom™. Whether you are a retiree, physician, executive, business owner, or someone who has experienced the loss of a spouse (through death or divorce), we have a highly experienced and credentialed staff plus a deep bench of subject matter specialists ready to build a customized plan and portfolio to meet your needs. If you want to build a plan to maximize your retirement, minimize your taxes, plan for your legacy, or achieve other goals important to you, reach out to our experienced team for an initial discussion about how we can help.

Meet Your Atlanta - Palisades Office Park Team

Sonya Mincy

Client Service Specialist

Kate DeGiorgi

Regional Sales Associate

Angela Fernandez

Client Service Specialist

Andrew Shannon

Associate Wealth Advisor

Anuska Kovalcheck

Sr. Client Service Specialist

Cathy Miller

Sr. Wealth Advisor, Sr. Director

Christopher Blackmon

Sr. Wealth Advisor

Harrison Fant

Wealth Advisor

Janis Biggers

Wealth Advisor

Julianne Andrews

Sr. Wealth Advisor, Sr. Director

Lacy Hartzler

Client Service Specialist

Mariana Battista

Wealth Advisor

Michelle Thompson

Wealth Advisor

Mitchell Phillips

Associate Financial Planner

Nicole Caron

Financial Planner

Rebecca Evans

Client Service Specialist

Rick Henderson

Sr. Wealth Advisor

Scott Kays

Managing Director


Mercer Advisors Acquires Atlanta Financial Associates, LLC

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Talk to Financial Advisors in Atlanta