Talk to a Denver Tech Center Financial Advisor
Financial Advisors in Greenwood Village
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
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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
Our Denver Tech Center 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
- 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
Erin Neece
Wealth Advisor
Claire Layman
Client Service Specialist
Drew Harper
Wealth Advisor
Brittany Rice
Wealth Advisor
Tyler Schaefer
Regional Sales Associate
Amber Adams
Senior Client Service Specialist
Emily Messegee
Wealth Advisor, Director
Stefen Donohue
Client Service Specialist
Sam Khan
Regional Vice President
Gabrielle Mollick
Financial Planner
James Telfer
Financial Planner
Kristen Comeau
Regional Vice President
Brett Landstrom
Sr. Wealth Advisor
Douglas Gilbert
Regional Vice President
Laura Combs
Managing Director