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Wealth Advisors in Branson

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.

800 State Hwy 248
Unit 5, Bldg 1
Branson, Missouri 65616

417.882.7283

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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 wealth advisor in Branson 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 Branson 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 Local Communities

We serve clients in Southwest Missouri and Northwest Arkansas through offices located in Springfield and Branson, Missouri. Our wealth advisors take a comprehensive approach in assisting clients. We establish an individualized, customized financial plan for our clients to help achieve financial freedom and confidence for their family and loved ones. We feel a strong commitment to the community and are involved in various organizations such as:

  • Cox Hospital
  • Springfield Boys & Girls Club
  • Hickory Hills Country Club
  • Springfield Catholic Schools
  • Sertoma
  • Ozarks Food Harvest
  • Rotary International
  • Boys & Girls Club of the Ozarks
  • Branson Hollister Rotary
  • Branson Chamber of Commerce
  • Drury University
  • Skyword Sports
  • Library Public Building
  • Greene County Estate Planning Council
  • Lost & Found Grief Center
  • Missouri State University
  • Springfield Chamber of Commerce

Meet Your Branson Team

Jeff Bilberry

Sr. Wealth Advisor

Amber Tanksley

Client Service Specialist

News

Mercer Advisors Acquires HYA Advisors, Inc.

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Talk to an Branson Wealth Advisor