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.
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.
They’re here to help you connect all your financial dots
Chip Workman
Sr. Wealth Advisor, Director
Chip Workman
Sr. Wealth Advisor, Director
Chip began his career in the financial services industry in 2002. He loves coming up with creative planning solutions for business owners, professionals, corporate executives and their families, leaning on experience gained in Trust departments and managing private client operations for local banks. Prior to joining Mercer Advisors, Chip was the President of The Asset Advisory Group, a wealth management firm in Cincinnati. Chip is a CERTIFIED FINANCIAL PLANNER® professional and received a Master of Business Administration from Xavier University in Cincinnati and his Bachelor’s degree from Miami University in Oxford, OH. In his spare time, Chip enjoys golf, fly fishing, traveling and spending time with his family and friends. Chip and his wife, Abby, live in Mt. Lookout with their two daughters and beloved family dog, Millie.
Jeannette Jones
Sr. Wealth Advisor, Director
Jeannette Jones
Sr. Wealth Advisor, Director
Being a financial advisor has been Jeanette’s life work. Guiding clients through financial decisions and watching their successes unfold over the years has been a calling, not a job for her. After obtaining a degree in accounting and finance at the Ohio State University, Jeannette became a CPA in 1984 and founded The Asset Advisory Group (TAAG) in 1988 after obtaining the CERTIFIED FINANCIAL PLANNER® certification. TAAG joined Mercer Advisors in 2022 to expand and improve the services that TAAG provided, and because Mercer Advisors shares the same focus on serving clients with excellence, honesty, and integrity. When not working with clients, Jeannette enjoys spending time with her large family and gardening.
Michael Raidt
Associate Wealth Advisor
Michael Raidt
Associate Wealth Advisor
Michael’s great grandfather, James Lindsey Raidt, provided a life lesson that has guided him through his career in financial services, “If you watch the pennies the dollars will take care of themselves.” Michael has worked in financial services since 2006. He works hard to earn the trust of others by providing financial confidence with exceptional service and making complex financial problems easy to understand. Michael joined Mercer Advisors in 2022 via the acquisition of The Asset Advisory Group. He received his bachelor’s degree with a double major in finance and marketing from Xavier University in 2008. While at Xavier he was a member of the Student Investment Fund and Cross Country & Track teams. Michael earned his CERTIFIED FINANCIAL PLANNER® certification in 2011. At home, Michael enjoys spending time with his wife (Hilary) and three kids (Winnie, Elliott & Louis). He is an avid sports fan and loves listening to audio books.
Suzanne Randolph
Client Service Specialist
Suzanne Randolph
Client Service Specialist
Suzanne started her career in the financial services industry in 2012, after working in the marketing field for ten years. She works passionately to establish and maintain strong client relationships and provide exceptional service. With an eye for detail and an analytical mindset, Suzanne strives to support her team and make the office as efficient as possible. Suzanne earned a Bachelor of Science in Business Administration from Xavier University in Marketing. Outside of the office, Suzanne enjoys spending quality time with her family and friends, as well as volunteering with Girls Scouts of Western Ohio and her local school district PTO.
Leigh Edwards
Client Service Specialist
Leigh Edwards
Client Service Specialist
Leigh strives to treat every client with respect and provide the highest level of service. She graduated from the University of Cincinnati with an associate degree in business. Leigh began her career as an administrative assistant to a financial planner in 1996 and then found her way to The Asset Advisory Group in 2001. She has remained with TAAG ever since and joined Mercer Advisors as a Client Service Specialist when TAAG merged with the company in October 2022. Leigh believes that being detail-oriented and supportive to our clients are what make her valuable client service specialist. She is an animal lover & enjoys spending time with her children, husband and extended family.
Ben Kautz
Managing Director
Ben Kautz
Managing Director
Ben began his career working for institutional registered investment advisory firms in 2003, bringing with him a wealth of planning and investment management knowledge. Prior to joining Mercer Advisors, he worked as a senior wealth advisor at Destination Wealth Management and as a financial advisor at Summit Financial Strategies. Ben received his Bachelor of Science degree in Finance and Economics, with a minor in Business from Ohio University. Originally from the Midwest, Ben currently lives in Upper Arlington, Ohio with his family.
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.
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.
with one of our talented wealth advisors who will help you connect all your financial dots
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 Advanced Services Law Group, Inc. 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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