Financial Advisors in Dallas, TX

Located near the main crossroads of North Dallas, LBJ Freeway and Dallas North Tollway, our DFW 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, TX 75244

877.799.4647
Hours: 8AM - 5PM, Monday - Friday

SPEAK WITH A DALLAS / FORT WORTH ADVISOR


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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 DFW 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.

 

Solutions to Help Maximize Your Wealth

We 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 Needs of the Dallas/Fort Worth Community

Our office serves clients who live and work in DFW and the surrounding areas including the DFW 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

Christopher Currin

Christopher Currin

Client Advisor

Sarah Howard

Sarah Howard

Client Associate

Jeff Kacal

Jeff Kacal

Client Advisor

Todd LaLuzerne

Todd LaLuzerne

Regional Vice President

Carl Larimore

Carl Larimore

Client Advisor and Branch Manager

Nicole Mosley

Nicole Mosley

Client Associate

Geoff Nelson

Geoff Nelson

Regional Vice President

Dane Sauer

Dane Sauer

Associate Advisor

Laura Thompson

Laura Thompson

Regional Sales Associate

Awards

News

New Legislation Impacts Retirement Planning

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Mercer Advisors Takes ESG to a New Level

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Mercer Boosts Female Leadership with New Hire

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