Financial Advisors in Boca Raton
Located in Boca Raton, in the heart of South Florida, 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.SPEAK WITH A BOCA RATON ADVISOR
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 Boca Raton 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 Boca Raton financial advisors specialize in helping individuals, families, foundations, endowments, and businesses with comprehensive wealth management services including:
- Retirement planning
- Planning for women
- Trusts and estate planning
- Tax planning and return filing
- Insurance analysis
- Long-term care/Medicare planning
- Company retirement plans
- Tax-efficient investing
- Socially responsible investments
- Donor-advised funds and charitable trusts
- Education/college planning
- Cash flow/budget optimization
- Social Security optimization
Meeting the Financial Needs of the South Florida Community
Our office serves clients who live and work in South Florida and across the country. We specialize in working with women, couples, and people who want to enjoy a fulfilling lifestyle and retirement.
Our experienced and credentialed team is by your side to help you make important financial decisions and chart a path for a rewarding financial future. We can prepare a customized roadmap providing a clear and concise picture of where you stand and what you’ll need to do to reach your goals. Our financial planning guidance encompasses retirement, investments, tax, budgeting, estate planning, college, and insurance, and can help put you in charge of your tomorrows.
We are active participants in the community where we live and work and proudly support the following organizations in south Florida and nationally in advocating for women, families, and financial empowerment:
- Impact 100 Palm Beach County
- Florence Fuller Child Development Centers
- Women’s Foundation of Florida
- Broward Women’s Alliance
- National Association of Divorce Professionals
- Women for Excellence
- Broward Public Library Foundation
- Berger Institute, Claremont McKenna College
- George Washington University’s Global Financial Literacy Excellence Center (GFLEC)
Meet Your Boca Raton Team
Regional Vice President
Sr. Wealth Advisor
Associate Wealth Advisor
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Please Note: The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services.
These awards should not be construed by clients or prospective clients as a guarantee that they will experience a certain level of results if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Mercer Advisors by any of its clients.
The Women’s Choice Award Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make smart financial choices. The program is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history, among other factors. The inclusion of a financial advisor within the Women’s Choice Award Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified or its partners and affiliates and is no guarantee as to future investment success.