Talk to Frisco Financial Advisor
Financial Advisors in Frisco
Located in the heart of Summit County, 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.
610 Main Street
Suite 15
Frisco, Colorado 80443
Visit Us
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 Summit County that best fits your needs. Our wealth advisors strive to understand your financial situation 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 Frisco 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
Serving Our Clients with Passion and Integrity
Whether it is socially responsible investing, retirement income and tax strategies, or complex financial planning, our team focuses on what is important to our individual clients’ lives and the goals they want to achieve. Through decades of experience, we know that there are many twists and turns our lives take and our advisors can ensure you are always on track to achieve your definition of Economic Freedom. We are passionate about what we do and the community where we live and work and are currently supporting the following local organizations:
- The Summit Foundation
- Summit County Rotary Foundation
- The Keystone Center
- Summit Habitat for Humanity
- CASA of the Continental Divide
We are held to the Fiduciary standard, which means that we must put out clients’ interests ahead of our own.
Meet Your Frisco Team
Sam Khan
Regional Vice President
Robert Lau
Sr. Wealth Advisor
Laura Combs
Managing Director
Kristen Comeau
Regional Vice President
Kathy Perry
Client Service Specialist
Emily Messegee
Wealth Advisor, Director
Douglas Gilbert
Regional Vice President