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Financial Advisors in Leawood

Located in the heart of the Kansas City metropolitan area, 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.

By appointment only

5251 W 116th Pl
Suite 200
Leawood, Kansas 66211

402.237.1323

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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 Leawood 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 Leawood 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 Leawood and Overland Park Community and Beyond

Our office serves clients who live and work in Leawood, Overland Park and the surrounding Kansas City metropolitan area. 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.

Meet Your Leawood Team

Stefen Donohue

Client Service Specialist

Renée Pichette

Associate Wealth Advisor

Nathan Brammer

Wealth Advisor

Laura Combs

Managing Director

Douglas Gilbert

Regional Vice President

Brett Landstrom

Wealth Advisor

Alec Montoya

Associate Wealth Advisor

Talk to Leawood Financial Advisors