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Financial Advisors in Dallas, Texas

Located near the main crossroads of North Dallas, LBJ Freeway and Dallas North Tollway, our Dallas/Fort Worth office brings together CERTIFIED FINANCIAL PLANNER™ professionals, investment strategists, CPAs, and estate planning attorneys all under one roof to help you achieve your goals.

4851 LBJ Freeway
Suite 700
Dallas, Texas 75244

877.799.4647

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About Us

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 Dallas/Fort Worth 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 Dallas – Fort Worth financial advisors specialize in helping individuals, families, special needs families, retirement plans, 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 Dallas – Fort Worth Community

Our Dallas – Fort Worth office serves clients who live and work in Dallas/Fort Worth and the surrounding areas including the Dallas/Fort Worth Metroplex, North Texas, West Texas, and Tyler area. The diverse nature of our client base means we have the expertise to manage complex financial issues including equity compensation and highly concentrated positions, asset inheritance, divorce, or transitioning into retirement. Whether we are serving clients, or actively participating in local organizations, we are committed to serving the community in which we live and work. We currently support the following local organizations:

  • Big Brothers and Big Sisters Program
  • YMCA
  • Texas Parent to Parent
  • My Possibilities
  • Financial Planning Association pro bono efforts and Junior Achievement support

Meet Your Dallas - Fort Worth Team

Susan Travis

Managing Director

Geoff Nelson

Regional Vice President

Todd LaLuzerne

Regional Vice President

Laura Thompson

Senior Regional Sales Associate

Carl Larimore

Wealth Advisor, Director

Christopher Currin

Sr. Wealth Advisor

Nicole Mosley

Associate Financial Planner

Charlene Jones

Client Service Specialist

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