When can you enjoy everything you’ve worked for?

Welcome to a different kind of wealth management in Charlotte

We get you to think about money like you’ve never thought about it before

Has rolling up your sleeves, working hard, and building success always been part of your DNA? Then we believe Mercer Advisors is the wealth management firm for you.

Because we’re here to help you keep building on that success. But at the same time, we fundamentally believe there’s a point in life where the wealth-builder in you deserves to become the wealth-enjoyer of all you’ve attained.

We’re built differently

Because to us, helping you protect and grow your wealth is about much more than just your investment portfolio

Of course, a well-managed investment portfolio is the cornerstone to building wealth. And we strive to do that exceptionally well.

But if returns are your sole focus, those returns can quickly be offset by what happens in the other parts of your financial life. Like not preparing for major taxable events, having an incomplete estate plan, a retirement plan that’s on autopilot, or a less than ideal business succession strategy.

So, unlike most firms, we have expertise across financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. With specialists across each of these areas communicating with each other about you, and with you.

Put simply, we help oversee and connect all the dots of your financial life.

We’ll team you up

with one of our talented wealth advisors who’ll help you connect all your financial dots

We’ll touch base to discuss your individual needs so that we can connect you with a wealth advisor who’s right for you.

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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.

Why not get in touch?

Learn more about connecting the dots of your financial life.

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All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through select third parties unrelated to Mercer Advisors. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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