Mercer Advisors helps high-net-worth individuals and families in New York live the lives they want — now and in the future.
We offer comprehensive wealth management through a family office structure, helping clients amplify and simplify their financial lives by bringing together financial planning, investment management, tax, estate, insurance, and more into one integrated offering. We look forward to connecting with you and your family.
New York
New York
New York
New York Offices Fast Facts & Specialties
- We’re a unified team: Advisors, planners, investors, accountants, and estate strategists that design – and execute – your financial plan. We are a true family office for all families.
- We put multiple wealth drivers to work: We don’t rely solely on investment returns to help achieve your goals. We look at your entire financial picture, including taxes, estate, and insurance.
- We put you first: Our advisors don’t sell proprietary investment products and are focused on serving you, not on finding new clients.
Financial Solutions We Offer in New York
Deep Experience Working With…
Concentrated Stock
At Mercer Advisors, we help New York clients manage concentration with a financial plan that focuses on unlocking liquidity, reducing risk, and preserving long-term wealth.
Divorcing & Divorced
We provide New York residents with compassionate, personalized financial guidance throughout your divorce, empowering you to embrace the opportunities ahead. Learn more about how we can help.
Generational Wealth
Managing wealth across generations isn’t just about protecting assets—it’s about safeguarding your legacy. We collaborate with New York families like yours to craft tailored plans that help to ensure long-term financial continuity.
Inherited Wealth
Your inheritance marks a beginning and an end. Learn more about how we approach this delicate situation for New York residents and help ensure your new wealth is protected, optimized, and meets your long-term goals.
IPOs & Liquidity Events
Whether you’re holding RSUs, ISOs, NSOs, or ESPP shares, the decisions you make now may shape your financial future. Learn how we can help demystify the process for you and help avoid a hefty tax bill.
Retirement Planning
Retirement planning is a vital aspect of financial wellness that transcends age, income level, or career stage. See how we can help New York residents design retirement plans that help them achieve their financial goals.
Special Needs
Caring for a loved one with disabilities brings unique responsibilities, and planning ahead is one of the most important things you can do. We’ll help you prioritize what matters most, understand what can wait, and build a plan that gives you confidence.
Women & Wealth
We’re fiercely committed to amplifying women’s financial confidence. Learn how we’re leading the charge to create better financial outcomes for women in New York.
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the New York community and specializes in areas relevant to local residents.
I help families through life’s financial decisions, whether that’s saving for college, developing an estate plan, or planning for retirement. I am committed to helping them achieve Economic Freedom™ and strive to do what is in their best interest.
Our cohesive in-house team approach empowers me to integrate all aspects of clients’ financial lives. By connecting the dots across investment management, tax strategies, estate planning and beyond, I help remove stress around big decisions.
As a local advisor, my mission is to empower the members of our community with financial strategies that resonate with their aspirations, ensuring they feel supported every step of the way.
Ready to learn more from the New York team?
Let’s TalkTRUST WE HAVE EARNED
#1 RIA in 2025 Barron’s Top 100 RIAs Ranking
Best Overall Financial Advisory Firm for High-Net-Worth Individuals 2026 by The Wall Street Journal Buy Side
5 Star Ranking on Newsweek America’s Top Financial Advisory Firms 2026
Winner of 2025 Wealthies RIA Client Initiative for Advisor Matching Tool