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Financial Advisors in Greenwood Village, Colorado

Located in the heart of the Denver Tech Center, 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.

5613 DTC Parkway
Suite 650
Greenwood Village, Colorado 80111

303.768.0007

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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 the Denver Tech Center 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

We specialize in helping individuals, families, 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 and non-profits
  • Donor-advised funds and charitable trusts
  • Education/college planning
  • Cash flow/budget optimization

 

Meeting the Financial Needs of the Denver Tech Center Community

Our office serves clients who live and work in South Denver, the Denver Tech Center, and the surrounding areas. 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, like having families, changing jobs, or marital status change, our advisors can help you stay on track to achieve Economic Freedom™. We are active participants in the community where we live and work and are currently supporting the following local organizations and events:

  • International Hearing Dog, Inc.
  • Salvation Army Intermountain Division
  • Denver Rescue Mission

Meet Your Denver - Tech Center Team

Laura Combs

Managing Director

Sam Khan

Regional Vice President

Douglas Gilbert

Regional Vice President

Kristen Comeau

Associate Regional Vice President

Tyler Schaefer

Regional Sales Associate

Mark J. Smith

Sr. Wealth Advisor, Director

Jacob Jaegle

Wealth Advisor

Drew Harper

Wealth Advisor

Andrew Barnes

Wealth Advisor

Brittany Rice

Wealth Advisor

Gabrielle Mollick

Financial Planner

Amber Adams

Client Service Specialist

Claire Layman

Client Service Specialist

Talk to a Denver Tech Center Financial Advisor