Mercer Advisors is proud to have deep roots in the Dallas Fort Worth area. Many of our advisors have been providing wealth management services to local residents for more than 30 years. Our expertise includes providing financial guidance for multi-generational wealth, divorce, executive compensation, business ownership, and dependents with special needs.
We offer comprehensive wealth management through a family office structure, helping clients amplify and simplify their financial lives by bringing together financial planning, investment management, tax, estate, insurance, and more into one integrated offering. We look forward to connecting with you and your family.
Meet the Dallas Fort Worth Team
Dallas Fort Worth
Dallas Fort Worth
Dallas Fort Worth
Dallas Fort Worth
Dallas Fort Worth
Dallas Fort Worth
Dallas Fort Worth
Dallas Fort Worth
Dallas Fort Worth
Dallas Fort Worth
Dallas Fort Worth
Dallas Fort Worth
Dallas Fort Worth
Dallas Fort Worth
Dallas Fort Worth
Dallas Fort Worth
Dallas Fort Worth
Dallas Fort Worth
Dallas Fort Worth
Dallas Fort Worth
Dallas Fort Worth
Dallas Fort Worth
Dallas Fort Worth
Dallas Fort Worth
Dallas Fort Worth
Dallas Fort Worth
Dallas Fort Worth
Dallas Fort Worth
Dallas Fort Worth
Dallas Fort Worth
Dallas Fort Worth
Dallas Fort Worth
Dallas Fort Worth
Dallas Fort Worth
Dallas Fort Worth
Dallas Fort Worth
Dallas Fort Worth
Dallas Fort Worth
Dallas Fort Worth
Dallas Fort Worth
Dallas Fort Worth
Dallas Fort Worth
Dallas Fort Worth
Dallas Fort Worth
Dallas Fort Worth
Dallas Fort Worth
Dallas Fort Worth
Dallas Fort Worth
Stronger Together
Mercer Advisors understands the importance of joining forces with impressive local advisory firms. Together, we can provide clients with a greater breadth and depth of services and value—and, most importantly, keep our promises to them.
We’ve worked hard to retain some of the best aspects of a local boutique firm: white-glove service that comes from an intimate understanding of our clients’ families, lifestyles, situations, and needs. We combine this with the type of resources, specialized personnel, and risk mitigation of a national firm.
Dallas Fort Worth Offices Fast Facts & Specialties
- Service over sales: Your advisors will be focused on you, not on finding new clients. (We have a separate team for that.)
- Institutional-grade investing: Our approach is modeled after the best practices of the world’s largest institutional investors, including a science-based approach and access to private markets for those who qualify.
- Specialty services: You’ll have access to financial guidance for all the important areas of your life, including retirement, family and health, profession and work, unique assets, and more.
Financial Solutions We Offer in Dallas Fort Worth
Deep Experience Working With…
Concentrated Stock
At Mercer Advisors, we help Dallas Fort Worth clients manage concentration with a financial plan that focuses on unlocking liquidity, reducing risk, and preserving long-term wealth.
Divorcing & Divorced
We provide Dallas Fort Worth residents with compassionate, personalized financial guidance throughout your divorce, empowering you to embrace the opportunities ahead. Learn more about how we can help.
Generational Wealth
Managing wealth across generations isn’t just about protecting assets—it’s about safeguarding your legacy. We collaborate with Dallas Fort Worth families like yours to craft tailored plans that help to ensure long-term financial continuity.
Inherited Wealth
Your inheritance marks a beginning and an end. Learn more about how we approach this delicate situation for Dallas Fort Worth residents and help ensure your new wealth is protected, optimized, and meets your long-term goals.
IPOs & Liquidity Events
Whether you’re holding RSUs, ISOs, NSOs, or ESPP shares, the decisions you make now may shape your financial future. Learn how we can help demystify the process for you and help avoid a hefty tax bill.
Retirement Planning
Retirement planning is a vital aspect of financial wellness that transcends age, income level, or career stage. See how we can help Dallas Fort Worth residents design retirement plans that help them achieve their financial goals.
Special Needs
Caring for a loved one with disabilities brings unique responsibilities, and planning ahead is one of the most important things you can do. We’ll help you prioritize what matters most, understand what can wait, and build a plan that gives you confidence.
Women & Wealth
We’re fiercely committed to amplifying women’s financial confidence. Learn how we’re leading the charge to create better financial outcomes for women in Dallas Fort Worth.
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Dallas Fort Worth community and specializes in areas relevant to local residents.
Life is full of changes and transitions. At Mercer Advisors, I am able to provide my clients with the information they need to help make confident, educated decisions and create their best life going forward.
Every day, I help people navigate their financial journey and implement strategies that align with their goals. It’s incredibly rewarding to witness their successes and know that my guidance helped play a role in shaping their future.
It’s a privilege to get to work with families in transition, and my passion is to give them the best financial guidance through that transition, whether it be retirement, divorce, or leaving a legacy