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Financial Advisors in Alpharetta, Georgia

Located north of Atlanta with easy access via GA-400 our Alpharetta office brings together CERTIFIED FINANCIAL PLANNERS™, investment strategists, CPAs, and estate planning attorneys all under one roof to help you achieve your goals.

555 North Point Center East
Suite 510
Alpharetta, Georgia 30022

800.335.8808
Hours: 8 AM – 5 PM, Monday – Friday

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About Us

Mercer Advisors has more than 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 financial advisor in Atlanta that best fits your needs. Our wealth advisors will take the time to fully understand your financial situation and goals and guide you on the path to grow your wealth, attain Economic Freedom™, and succeed in your life journey.

 

Solutions to Help Maximize Your Wealth

We 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 & non-profits
  • Donor advised funds & charitable trusts
  • Education / college planning
  • Cash flow / budget optimization

 

Meeting the Needs of the Atlanta Community

Our office serves clients who live and work throughout the Southeastern United States. The diverse nature of our client base means we have the expertise to manage complex financial issues including equity compensation and highly concentrated positions, asset inheritance, divorce, or transitioning into retirement. Whether we are serving clients, or actively participating in local organizations, we are committed to serving the community in which we live and work. We currently support the following local organization:

  • Financial Planning Association pro bono efforts, connecting financial planning practitioners to individuals, families,
    and communities in need.

Meet Your Atlanta Team

G. Merrick Estes, Jr.

Regional Vice President

Brian Sullivan

Client Advisor and Branch Manager

Ron Kibbe

Client Advisor

Adis Mehic

Client Advisor

Nicholas Campbell

Client Advisor

Kenneth Ajello

Associate Planner

Candace Abrams

Client Associate

Awards

News

New Legislation Impacts Retirement Planning

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Mercer Boosts Female Leadership with New Hire

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Mercer Advisors Takes ESG to a New Level

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Why Check Your Spending Habits Now?

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