Speak with a Denver Financial Advisor
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
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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
Ian Freemire
Wealth Advisor
Zafar Ahsan
Legal Assistant
Morwenna Borden
Estate Planning Attorney
Gerardo Zapata
Client Solutions Representative
Julia Messineo
Client Solutions Representative
Duncan MacDougall
Client Solutions Representative
Kate Schelonka
Client Solutions Representative
Alexander O’Reilly
Associate Estate Planning Attorney
Sheree Leonatti
Estate Planning Paralegal
Brianna Becker
Associate Estate Planning Attorney
Andrew Thompson
Vice President of Inside Sales
Jasna Veledar
Lead Estate Planning Attorney
Chelsea Manocchi
Estate Planning Attorney
Danielle Read
Senior Legal Assistant
Emily Messegee
Wealth Advisor, Director
Amber Perez
Tax Assistant
Stefen Donohue
Client Service Specialist
Christopher Varney
Estate Planning Attorney
Sarah Oliver
Tax Advisor
Tyler Davis
Senior Tax Advisor
Joshua Fitch
Tax Manager
Sam Khan
Regional Vice President
Dedrick Lee II
Senior Legal Assistant
José Castañeda
Client Solutions Representative
Stephen Bauer
CST, Financial Planner
Robin Allis
Team Manager, Client Solutions Team
Stevan Downs
Tax Manager
Daniel Epstein
Senior Tax Director
James Telfer
Financial Planner
Maeve Schmid
Financial Planner
Kristen Comeau
Regional Vice President
Jenna Elliott
Director of Estate Planning, Managing Attorney
Logan L. Baker
Lead, Senior Wealth Strategist
Brett Landstrom
Sr. Wealth Advisor
Douglas Gilbert
Regional Vice President
James Todd
Sr. Wealth Advisor
Laura Combs
Managing Director
Awards
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.