Experienced Financial Advisors in Atlanta

Comprehensive Wealth Management Solutions

Atlanta Financial Planning

Mercer Advisors brings a “Family Office for Every Client” approach to the heart of Atlanta. As your dedicated financial advisor in Atlanta, we provide personalized guidance across every aspect of your financial life—from comprehensive wealth management to strategic estate planning. Whether you’re an individual, a family, or a business owner, our Atlanta team is here to help you navigate complex financial decisions with clarity, care, and confidence. We tailor our services to your unique goals to help ensure your legacy and wealth are preserved and positioned for long-term success.

We offer comprehensive wealth management through a family office structure, helping clients amplify and simplify their financial lives by bringing together financial planning, investment management, tax, estate, insurance, and more into one integrated offering. We look forward to connecting with you and your family.

Ready to get in touch? My team and I are here to help.
Leah Manderson
Leah Manderson Regional Vice President
Atlanta

Atlanta

5555 Glenridge Connector
Suite 825
Atlanta, Georgia 30342

Phone: 888.975.4554

Atlanta Offices Fast Facts & Specialties

  • Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others.
  • Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions.
  • We’re proud that nearly half of our client-facing team firm-wide are women.

Financial Solutions We Offer in Atlanta

Mercer Advisors delivers comprehensive financial guidance designed to address the full complexity of your financial life. Our Atlanta team brings together planning, investment management, tax strategy, estate planning, and trust services — working collaboratively to help individuals and families make confident, informed financial decisions.
Financial Planning
Comprehensive financial planning for Atlanta clients and families designed to help coordinate cash flow, retirement planning, education savings, and long-term priorities across all areas of your financial life as part of Mercer Advisors’ family office-inspired wealth management model.
Tax Planning & Preparation
Proactive tax planning and preparation for Atlanta residents that can help you look beyond last year’s return and plan ahead — managing tax exposure before decisions are made, not after with a dedicated team of financial advisors and tax professionals working in coordination.
Investment Management
Goals-based investment management for Atlanta clients built to help manage a personalized portfolio with the depth of an institutional investment operation, responsive to your goals, preferences, and evolving financial situation with your wealth advisor revisiting your investment strategy regularly to help keep it aligned with your plan.
Estate Planning
Thoughtful estate planning for Atlanta clients and families built to help protect the wealth you’ve worked to build, with estate strategies coordinated across your tax plan, trust needs, and long-term family goals as part of Mercer Advisors’ integrated, family office-inspired wealth management approach.
Insurance Solutions
Strategic insurance planning for Atlanta clients that can help bring insurance planning into your integrated financial strategy, so your coverage decisions can reflect your full financial picture with a dedicated insurance team working alongside your wealth advisor to help keep your coverage aligned with your goals.
Trustee Services
Independent trust administration services for Atlanta clients designed to help give your family confidence that your most important assets and wishes are being overseen by experienced trust professionals aligned with your long-term plans with a Trust Operations Group and wealth management team working in coordination on your behalf.

Meet Our Talented Advisors

Our team is deeply embedded in the Atlanta community and specializes in areas relevant to local residents.

Ready to learn more from the Atlanta team?

Let’s Talk

Ready to get in touch?
My team and I are here to help.

Regional Vice President, Atlanta