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Wealth Advisors in Dallas - Park Cities

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.

8117 Preston Road
# 700
Dallas, Texas 75225

214.691.6090

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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 Dallas – Park Cities 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.

 

Financial Management to Help Maximize Wealth

Our Dallas – Park Cities 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 (SRI)
  • Foundations & non-profits
  • Donor advised funds & charitable trusts
  • Education / college planning
  • Cash flow / budget optimization

 

Meeting the Financial Needs of the Dallas Community

Our team believes that everyone has their own quest. It can be as fulfilling as ensuring a lasting legacy for your family, as admirable as creating a foundation to help others in your community, or as adventurous as traveling distant lands.

Our quest is to further yours by helping you to manage your assets and your financial planning today and in the future. We believe in the power of planning to help our clients achieve both their financial goals and dreams. Our process provides a framework for navigating through the complexities of developing and managing a comprehensive and personal financial plan that adjusts to life’s stages. Our expertise, service and comprehensive planning can help you attain your goals. In our view, the best way to move forward is to plan ahead.

We strongly believe that through philanthropy we can make a difference in the lives of others in need and make an impact on the community at large.

Meet Your Dallas - Park Cities Team

Tiffany Garza

Financial Planner

Susan Travis

Managing Director

Sonja Borda

Financial Planner

Rob Cox

Sr. Wealth Advisor

Rebecca Wolman

Client Service Specialist

Nita O’Neal

Client Service Specialist

Meg O’Brien

Client Service Specialist

Marla Barnard

Sr. Client Service Specialist

Kyndal Howard

Client Service Specialist

Kalita Blessing

Sr. Wealth Advisor

Jackie Schlup

Financial Planner

Connor Thomas

Financial Planner

Clay Evans

Financial Planner

Chris Young

Sr. Wealth Advisor

Charlene Miller

Sr. Client Service Specialist

Chandler Ferguson

Sr. Wealth Advisor

Carl Larimore

Sr. Wealth Advisor, Director

Carl Kunhardt

Sr. Wealth Advisor

News

Mercer Advisors Acquires Quest Capital Management, Inc.

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Talk to a Dallas - Park Cities Wealth Advisor