Talk to Midlothian Financial Advisors
Financial Advisors in Midlothian
Located west of the city of Richmond, 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.
3748 Winterfield Road
Midlothian, Virginia 23113
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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 wealth advisor in Midlothian that best fits your needs. Our financial advisors strive to understand your financial situation and guide you on the path to help grow your wealth, attain Economic Freedom™, and succeed in your life journey.
Financial Management to Help Maximize Wealth
Our Midlothian 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
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 clients’ 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.
Sr. Wealth Advisor, Director
Jill Jeter
Wealth Advisor
Melissa Allen
Client Service Specialist
Jody Wyatt
Client Service Specialist
Kristina Gillis-Phelps
Portfolio Operations Specialist
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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.