Financial Advisors in Charlotte
Located in the heart of the financial district, 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.
By appointment onlySPEAK WITH A CHARLOTTE 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 financial advisor in Charlotte that best fits your needs. Our wealth advisors strive to understand your financial situation 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 Charlotte 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 Charlotte Community and Beyond
Our office serves clients who live and work in Charlotte and the surrounding areas. Whether it’s socially responsible investing, the complexity of executive compensation and equity plans, or retirement and tax strategy, our team focuses on what is important to our clients lives and the goals they want to achieve. With the many twists and turns our lives take, having families, changing jobs, becoming single, our advisors can ensure you are always on track to achieve Economic Freedom.
Meet Your Charlotte Team
Sr. Wealth Advisor
G. Merrick Estes, Jr.
Regional Vice President
Client Service Specialist
Sr. Wealth Advisor, Director
Associate Regional Vice President