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Financial Advisors in Denver, Colorado

Located in the heart of downtown Denver, our office brings together 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
Hours: 8AM - 5PM, Monday - Friday

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About Us

Mercer Advisors has more than 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, 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

Dana Albizri

Legal Assistant

Sheree Leonatti

Legal Assistant

Brianna Becker

Law Clerk - Estate Planning

Laura Combs

Managing Director

Douglas Gilbert

Regional Vice President

Sam Khan

Regional Vice President

Kristen Comeau

Associate Regional Vice President

Brett Landstrom

Wealth Advisor

James Todd

Wealth Advisor

Maeve Schmid

Associate Planner

Phillip Miodowski

Client Associate

Stefen Donohue

Client Service Specialist

Robin Allis

Team Manager, Client Solutions Team

Stephen Bauer

Client Solutions Representative

José Castañeda

Client Solutions Representative

Gabrielle Mollick

Client Solutions Representative

Joshua Fremit

Client Solutions Representative

Jenna Elliott

Managing Attorney, Estate Planning

Logan L. Baker

Vice President, Estate Planning

Christopher Varney

Estate Planning Attorney

Chelsea Manocchi

Estate Planning Attorney

Jasna Veledar

Estate Planning Attorney

Emily Meier

Executive Assistant / EP Operations

Alexis Bustillos

Legal Assistant

Dedrick Lee II

Legal Assistant

Danielle Read

Legal Assistant

Daniel Epstein

Director, Income Tax

Joshua Fitch

Tax Manager

Stevan Downs

Senior Tax Advisor

Tyler Davis

Senior Tax Advisor

Sarah Oliver

Tax Advisor

Amber Perez

Tax Assistant

Terry Bobo

Director of Insurance Solutions

Paul Seigle

Portfolio Analyst

Andrew Thompson

Vice President of Inside Sales

Tristan Pohren

Portfolio Operations Specialist

Awards

News

New Legislation Impacts Retirement Planning

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Mercer Advisors Takes ESG to a New Level

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Mercer Boosts Female Leadership with New Hire

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Talk to Denver Financial Advisor

2019 Barron’s, Advisors who wish to be ranked fill out a 102-question survey about their practice. We verify that data with the advisors’ firms and with regulatory databases and then we apply our rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice.

2019 Private Asset Management (PAM), Mercer Advisors was awarded the Best Private Wealth Manager for firms with over $5 billion dollars in assets under management. Mercer Advisors was selected as the winner from among eight shortlisted entrants. The PAM Awards, organized by Private Asset Management magazine, are designed for investment professionals and wealth advisors, operating within the private asset management industry and are held annually. Candidates are invited to submit responses in several categories to demonstrate developments to their business model, financial progress in business performance and service offerings. Selection is determined by growth in clients and employees, client satisfaction, and product Innovation over the course of the previous year. Winners are determined by an independent panel of industry experts and the PAM editorial team. For more information on Private Asset Management (PAM), visit fundintelligence.global.

Investor.com – The 94 financial advisory firms listed were selected using a rigorous Trust algorithm, which sorts through 23 million data points from the SEC, FINRA and manual compilations regularly. The qualifiers for the 2020 Firms to Watch are firms that hold fiduciary status, have a secure website, have a fee-only model, do not have common conflicts of interest, do not have a 12b1 conflict and wrapped up 2019 with clean disciplinary records. It is important to note that the list is not based on how many years these advisory firms have been registered or their total assets under management (AUM).