Mercer Advisors Logo

When can you enjoy everything you’ve worked for?

Welcome to a different kind of wealth management in Midlothian

We get you to think about money like you’ve never thought about it before

Has rolling up your sleeves, working hard, and building success always been part of your DNA? Then we believe Mercer Advisors is the wealth management firm for you.

Because we’re here to help you keep building on that success. But at the same time, we fundamentally believe there’s a point in life where the wealth-builder in you deserves to become the wealth-enjoyer of all you’ve attained.

We’re built differently

Because to us, helping you protect and grow your wealth is about much more than just your investment portfolio

Of course, a well-managed investment portfolio is the cornerstone to building wealth. And we strive to do that exceptionally well.
 
But if returns are your sole focus, those returns can quickly be offset by what happens in the other parts of your financial life. Like not preparing for major taxable events, having an incomplete estate plan, a retirement plan that’s on autopilot, or a less than ideal business succession strategy.
 
So, unlike most firms, we have expertise across financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. With specialists across each of these areas communicating with each other about you, and with you.

Put simply, we help oversee and connect all the dots of your financial life.

Meet our talented wealth advisors in the Midlothian area

They’re here to help you connect all your financial dots

G. Carl Mahler, Jr.

Sr. Wealth Advisor, Director

G. Carl Mahler, Jr.

G. Carl Mahler, Jr.

Sr. Wealth Advisor, Director

Prior to his financial career, Carl spent six years as a medic in the U.S. Army Reserve. In 1969, he began working in the life insurance industry and, after three successful years, was offered a financial planning position with FDI Financial Corporation of Wilmington, Delaware. He opened the Richmond office for FDI, a firm that was later recognized as the first financial planning firm in the East. When FDI disbanded in 1980, Carl created Commonwealth Equity Corporation with several of his former partners.

After five years, he left to form The Pinnacle Group. As a CERTIFIED FINANCIAL PLANNER™ professional, Carl helps individuals achieve, manage and maintain wealth through comprehensive planning. He serves a limited number of families, forming long-term, personal relationships with each of his clients by assisting them in the various financial elements of life planning -everything from developing investment strategies, retirement planning, and saving for children's or grandchildren's educations to coordinating strategies to help minimize income and estate taxes.

Carl has served on the local boards for both the Institute of Certified Financial Planners™ and the International Association for Financial Planning. He has also been a board member and sat on the executive committee of the Virginia Chapter of the Make-A-Wish Foundation. Carl currently resides in Midlothian with his wife, Wanda. He is an avid golfer and enjoys traveling. Most weekends, you can find him at Virginia International Raceway with his Porsche 911 or attending one of his grandchildren's sporting events.

Marcus Cooper

Wealth Advisor

Marcus Cooper

Marcus Cooper

Wealth Advisor

Melissa Allen

Client Service Specialist

Melissa Allen

Melissa Allen

Client Service Specialist

Melissa began her career in financial services in 2017 with Cobblestone Asset Management as a Client Services Associate and has a strong background in operations management. She received her bachelor's degree in Finance from Liberty University. As a Client Service Specialist, she serves as the first point of contact to answer general questions and is dedicated to assisting her team and clients in all aspects of client servicing including scheduling and helping to prepare for meetings, making general account updates, and handling money movement request. Outside of the office, Melissa enjoys spending time with her husband (Sean) and son (Parker), as well as enjoying some of Virginia's lakes and exercising.

Jody Wyatt

Client Service Specialist

Jody Wyatt

Jody Wyatt

Client Service Specialist

Jody began her financial services career in 2002 with Prudential Financial as an Investment Associate. She is dedicated to assisting her team in all aspects of client services. She enjoys interacting with clients and helping them meet their short-term and long-term financial goals. Jody graduated from Radford University with a focus in Marketing. At Mercer Advisors, she is committed to maintaining strong client relationships and providing exceptional service.

Kristina Gillis-Phelps

Client Service Specialist

Kristina Gillis-Phelps

Kristina Gillis-Phelps

Client Service Specialist

Kris joined Pinnacle Wealth Solutions in 2004 and later Mercer Advisors in 2021. She provides clients and our team with exceptional support. Her duties include client meeting preparation, performing all account trades, and processing IRA annual required minimum distributions. Kris enjoys playing a part in our clients' lives and helping them enjoy the things that matter to them.

We’ll team you up

with one of our talented wealth advisors who’ll help you connect all your financial dots

We’ll touch base to discuss your individual needs so that we can connect you with a wealth advisor who’s right for you.


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.