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Financial Advisors in Austin, Texas

Located minutes south of downtown, with ample parking and convenient access to MoPac, our Austin office brings together CERTIFIED FINANCIAL PLANNER™ professionals, investment strategists, CPAs, and estate planning attorneys under one roof to help you achieve your financial goals.

901 South MoPac Expressway
Barton Oaks Plaza II, Suite 270
Austin, TX 78746

512.347.9500
Hours: 8AM – 5PM, 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 Austin 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.

 

Financial Management to Help Maximize Wealth

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

 

Meeting the Financial Needs of the Austin Community

Our office serves clients who live and work in Austin and the surrounding areas. 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. Our team takes great pride in helping to ensure our clients are always on track to achieve Economic Freedom.

Meet Your Austin Team

Susan Travis

Managing Director

Glen Minton

Regional Vice President

Todd LaLuzerne

Regional Vice President

Laura Thompson

Senior Regional Sales Associate

Dean R. Murray

Sr. Wealth Advisor

Jeff Kacal

Sr. Wealth Advisor

Joel Lange

Wealth Advisor

Dane Sauer

Wealth Advisor

Ezequiel Aviles

Financial Planner

Heather Aragona

Client Service Specialist

Bernadette Mitchell

Client Service Specialist

News

Mercer Advisors Expands Executive Ranks with the Promotion of 4 Managing Directors

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