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Financial Advisors in Midlothian, Virginia

Located west of the city of Richmond, 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.

3748 Winterfield Road
Midlothian, Virginia 23113

804.378.1624
Hours: 8AM – 5PM, Monday – Friday

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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 Midlothian 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

We 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 and non-profits
  • Donor advised funds and charitable trusts
  • Education/college planning
  • Cash-flow/budget optimization

 

Meeting the Financial Needs of the Richmond Community

Ultimately, all that matters is our clients. While it may seem somewhat cliché, it’s this very statement that drives our passion and has led to our growth.

As with any family, we share in both our client’s triumphs and challenges. Any true and sustainable relationship starts with getting to know one another on a personal level and keenly understanding your unique needs, goals and dreams. For over 30 years, this client-centric approach has served as the foundation of our success. It’s about placing your interests first and providing a level of care that extends beyond “business.” Every call, every appointment, every conversation is singularly focused on making a difference and creating personal solutions tailored to meet your needs every step of the way. Our commitment begins with gaining an understanding of your financial blueprint better than you could possibly understand it yourself. It also means establishing a family trust that we’ll be there along your life’s journey, doing the heavy lifting so you can enjoy the people and things that matter most. It’s a care philosophy that’s embedded in our culture and tradition and drives our client promise and brand values.

Meet Your Midlothian Team

G. Carl Mahler, Jr.

Client Advisor and Branch Manager

Jill Jeter

Client Advisor

Kristina Gillis-Phelps

Portfolio Operations Specialist

Jody Wyatt

Client Associate

Lindsay West

Client Associate

John McAuliffe

Client Service 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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