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Covington, Louisiana Personal Financial Consultants and Advisors

Located on the Northshore near the heart of downtown Covington, Louisiana, our office brings together CERTIFIED FINANCIAL PLANNER™ professionals, estate planning attorneys and related personal financial consultants all under one roof to help you achieve your goals.

100 Tyler Square
No. 6
Covington, Louisiana 70433

985.898.0450
Hours: 8AM – 5PM, Monday – Friday

PERSONAL FINANCIAL ADVICE IN COVINGTON, LOUISIANA


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About Us

Mercer Advisors has over 35 years of experience in financial planning and wealth management services. We delight in providing our clients with personalized financial advice, and will take care to match you with a financial consultant in Covington, Louisiana who fits your needs. Our wealth consultants 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.

 

Personalized Financial Advice to Help Maximize Wealth

We specialize in helping individuals, families, and businesses with comprehensive wealth management services including:

  • Comprehensive Financial Planning
  • Investment Management
  • Holistic Wealth Management

 

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, having families, changing jobs, becoming single, our advisors can ensure you are always 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
  • Tammany Hospital Foundation
  • Anselm Catholic Church
  • Peter School

Meet Your Covington - New Orleans Team

Robert Reed, Jr.

Client Advisor and Branch Manager

Kimberly Crawford

Manager of Operations

News

Mercer Advisors Acquires Personal Financial Advisors

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Talk to Covington Financial Advisors