Please note that our offices will be closed Dec. 26 and 30, and January 2 for the holidays.
If you need immediate assistance on Dec. 30, please contact the Client Solutions Team at 1.855.389.0550.
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
Scott Kays
Managing Director
Kate DeGiorgi
Regional Sales Associate
Lacy Hartzler
Regional Sales Associate
Cathy Miller
Sr. Wealth Advisor, Sr. Director
Christopher Blackmon
Sr. Wealth Advisor
Rick Henderson
Sr. Wealth Advisor
Janis Biggers
Wealth Advisor
Mariana Battista
Wealth Advisor
Andrew Shannon
Wealth Advisor
Anuska Kovalcheck
Financial Planner
Sonya Mincy
Client Service Specialist
Rebecca Evans
Client Service Specialist
Angela Fernandez
Client Service Specialist
Brandon Williams
Client Service Specialist
Harrison Fant
Senior Wealth Advisor