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Financial Advisors in Denver

Located in the heart of downtown Denver, 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.

1200 17th Street
Suite 500
Denver, Colorado 80202

888.885.8101

SPEAK WITH A DENVER ADVISOR


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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 financial advisor in Denver 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.

 

Financial Management to Help Maximize Wealth

Our Denver 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 & non-profits
  • Donor advised funds & charitable trusts
  • Education / college planning
  • Cash flow / budget optimization

 

Meeting the Financial Needs of the Denver Community

Our Denver office serves clients who live and work in Denver 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, having families, changing jobs, becoming single, our advisors can ensure you are always 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:

  • Arvada Food Bank
  • CommuniTyler
  • Leeds School of Business Mentor Program

Meet Your Denver Team

Tyler Davis

Senior Tax Advisor

Terry Bobo

Director of Insurance Solutions

Stevan Downs

Tax Manager

Stephen Bauer

CST, Financial Planner

Stefen Donohue

Client Service Specialist

Sheree Leonatti

Legal Assistant

Sarah Oliver

Tax Advisor

Sam Khan

Regional Vice President

Robin Allis

Team Manager, Client Solutions Team

Phillip Miodowski

Client Service Specialist

Maeve Schmid

Financial Planner

Logan L. Baker

Vice President, Estate Planning

Laura Combs

Managing Director

Kristen Comeau

Regional Vice President

Kate Schelonka

Client Solutions Representative

José Castañeda

Client Solutions Representative

Joshua Fremit

Client Solutions Representative

Joshua Fitch

Tax Manager

Jenna Elliott

Director of Estate Planning, Managing Attorney

Jasna Veledar

Estate Planning Attorney

James Todd

Sr. Wealth Advisor

Emily Meier

Operations Manager, Estate Planning

Duncan MacDougall

Client Solutions Representative

Douglas Gilbert

Regional Vice President

Dedrick Lee II

Legal Assistant

Danielle Read

Legal Assistant

Daniel Epstein

Director, Income Tax

Dana Albizri

Legal Assistant

Christopher Varney

Estate Planning Attorney

Chelsea Manocchi

Estate Planning Attorney

Brianna Becker

Associate Estate Planning Attorney

Brett Landstrom

Wealth Advisor

Andrew Thompson

Vice President of Inside Sales

Andrew Paine

Vice President, Finance

Amber Perez

Tax Assistant

Alexander O’Reilly

Associate Estate Planning Attorney

Awards

Speak with a Denver Financial Advisor

Please Note: The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services.