Financial Advisors in Boulder, Colorado
Located 25 miles northwest of Denver and nestled against the base of the Rocky Mountains, our Boulder office brings together CERTIFIED FINANCIAL PLANNER™ professionals, advisors, investment strategists, CPAs, and estate planning attorneys all under one roof to help you achieve your goals.
Hours: 8AM - 5PM, Monday - Friday
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 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, 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
- Boulder Studio Arts
- Leeds School of Business Mentor Program
Meet Your Boulder Team
Senior Client Associate
Regional Vice President
Associate Regional Vice President
David E. Gardner
Vice President and Senior Client Advisor
Senior Client Advisor and Special Projects
W. Thomas McNary
Christopher S. Murphy
Regional Vice President
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2019 Barron’s, Advisors who wish to be ranked fill out a 102-question survey about their practice. We verify that data with the advisors’ firms and with regulatory databases and then we apply our rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice.
2019 Private Asset Management (PAM), Mercer Advisors was awarded the Best Private Wealth Manager for firms with over $5 billion dollars in assets under management. Mercer Advisors was selected as the winner from among eight shortlisted entrants. The PAM Awards, organized by Private Asset Management magazine, are designed for investment professionals and wealth advisors, operating within the private asset management industry and are held annually. Candidates are invited to submit responses in several categories to demonstrate developments to their business model, financial progress in business performance and service offerings. Selection is determined by growth in clients and employees, client satisfaction, and product Innovation over the course of the previous year. Winners are determined by an independent panel of industry experts and the PAM editorial team. For more information on Private Asset Management (PAM), visit fundintelligence.global.
Investor.com – The 94 financial advisory firms listed were selected using a rigorous Trust algorithm, which sorts through 23 million data points from the SEC, FINRA and manual compilations regularly. The qualifiers for the 2020 Firms to Watch are firms that hold fiduciary status, have a secure website, have a fee-only model, do not have common conflicts of interest, do not have a 12b1 conflict and wrapped up 2019 with clean disciplinary records. It is important to note that the list is not based on how many years these advisory firms have been registered or their total assets under management (AUM).
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.