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Financial Advisors in Covington

Located on the Northshore near the heart of downtown Covington, 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.

100 Tyler Square
No. 6
Covington, Louisiana 70433



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About Us

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 wealth advisor in Covington that best fits your needs. Our financial advisors strive to understand your financial situation and guide you on the path to help grow your wealth, attain Economic Freedom™, and succeed in your life journey.


Personalized Financial Advice to Help Maximize Wealth

Our Covington 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 Greater New Orleans and Northshore Communities

Our office serves clients who live and work in the greater New Orleans metropolitan area concentrating on the Covington and Northshore communities. 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, like having families, changing jobs, or marital status change, our advisors can help you stay on track to achieve Economic Freedom™. We are active participants in the community where we live and work and support the following local schools, organizations, and events:

  • Northshore Food Bank
  • Northshore Nature Center
  • Junior League of Greater Covington
  • Rotary Club of Covington
  • St. Tammany Hospital Foundation
  • St. Anselm Catholic Church
  • St. Peter School

Meet Your Covington Team

Susan Travis

Managing Director

Geoff Nelson

Regional Vice President

Robert Reed, Jr.

Sr. Wealth Advisor

William Flanders

Client Service Specialist


Mercer Advisors Acquires Personal Financial Advisors

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