Mercer Advisors has more than 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 Clearwater that best fits your needs. Our wealth advisors will take the time to fully understand your financial situation and goals 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 Clearwater financial advisors specialize in helping individuals, families, foundations, executives, and businesses with comprehensive wealth management services including:

 

Meeting the Financial Needs of the Tampa Bay Community and Beyond

The diverse nature of our client base means we have the expertise to manage the complexities of their financial lives. We specialize in working with multiple generations of families helping them to continue their legacy. Other areas of focus include navigating clients through major life events including marriage, divorce, education planning, and retirement. Whether we are serving clients, or actively participating in local organizations, such as The Clearwater Free Clinic and Great Explorations Children’s Museum, we are committed to serving the community in which we live and work.