Financial Advisors in Boulder
Located 25 miles northwest of Denver and nestled against the base of the Rocky Mountains, 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.
2595 Canyon Boulevard
Suite 320
Boulder, Colorado 80302
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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 financial advisor in Boulder 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 Boulder 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 Boulder Community
Our Boulder office serves clients who live and work in Boulder and the surrounding areas. Whether it’s socially responsible investing, tax planning, or estate planning, our team focuses on what is important to our client’s lives and the goals they want to achieve. Our team takes great pride in helping to ensure our clients are always on track to achieve Economic Freedom. We are active participants in the community where we live and work and are currently supporting the following local organizations and events:
- Buffalo Bicycle Classic
- Community Food Share
- CommuniTyler
- Boulder Studio Arts
- Leeds School of Business Mentor Program
Meet Your Boulder Team
Laura Combs
Managing Director
Judy McNary
Director of Corporate Responsibility
Douglas Gilbert
Senior Vice President, Sales
Sam Khan
Regional Vice President
Kristen Comeau
Regional Vice President
David E. Gardner
Sr. Wealth Advisor, Director
Chuck Breuch
Sr. Wealth Advisor
James Todd
Sr. Wealth Advisor
Erin Neece
Wealth Advisor
W. Thomas McNary
Wealth Advisor
Renée Pichette
Wealth Advisor
Benton Rowse
Wealth Advisor
Christopher S. Murphy
Associate Wealth Advisor
Cameron Willcox
Associate Wealth Advisor
Maeve Schmid
Associate Wealth Advisor
Logan Donovan
Financial Planner
Stefen Donohue
Associate Financial Planner
Jacques Jagr
Client Service Specialist
Will Lupfer
Client Service Specialist
Katherine Sotiroff
Client Service Specialist
William Sands
Client Service Specialist
Scott Hancock
Client Service Specialist
Awards
Gallery
News
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.
Thrive Awards – To qualify for the WealthManagement.com 2019 Thrive list of fastest-growing advisors, applicants had to be based in the U.S., offer financial services to individual clients, and be free of regulatory actions. Applications were accepted from individuals, teams and companies of all types and sizes—including solo advisors, ensembles, practices, family offices, RIAs and IBD reps.
Denver Business Journal – Information on The List was supplied by individual companies through questionnaires and could not be independently verified by Denver Business Journal. Only companies that replied to our inquiries were included in this List.