When can you enjoy everything you’ve worked for?

Welcome to a different kind of wealth management in Cincinnati

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.

Meet our talented wealth advisors in the Cincinnati area

They’re here to help you connect all your financial dots

Chip Workman

Sr. Wealth Advisor, Director

Chip Workman

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

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

Wealth Advisor

Michael Raidt

Michael Raidt

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.

Marlie Montgomery

Client Service Specialist

Marlie Montgomery

Marlie Montgomery

Client Service Specialist

Marlie began her career in 1998 and has held various client-service and executive-office management positions. She joined Mercer Advisors in 2022 via the acquisition of The Asset Advisory Group. Marlie enjoys building relationships with clients and strives to provide a superior, personal experience for them. Throughout her career, she has always emphasized professionalism and a willingness to learn. In her spare time, Marlie enjoys being with family and friends and volunteering with her church. She’s also an avid gardener and reader of fiction.

Suzanne Randolph

Client Service Specialist

Suzanne Randolph

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

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

Executive Managing Director

Ben Kautz

Ben Kautz

Executive Managing Director

Ben began his career in 2003 working for institutional registered investment advisory firms, bringing a wealth of knowledge in planning and investment management. Before joining Mercer Advisors, he served as a Senior Wealth Advisor at Destination Wealth Management and a Financial Advisor at Summit Financial Strategies. Ben earned his Bachelor of Science in Finance and Economics with a minor in Business from Ohio University. Originally from the Midwest, Ben currently lives with his family in Upper Arlington, Ohio.

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.

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