Financial Advisors in Omaha

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 Omaha that best fits your needs. Our wealth advisors will take the time to fully understand your financial situation and goals 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 Omaha financial advisors specialize in helping individuals, families, foundations, endowments, and businesses with comprehensive wealth management services including:

 

Meeting the Financial Needs of the Omaha Community

Our office serves clients who live and work in Omaha and the surrounding areas. Whether it’s socially responsible investing, the complexity of executive compensation and equity plans, or tax strategy and planning, 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. We are active participants in the community where we live and work and are currently supporting the following local organizations and events:

• Omaha Community Foundation
• Boys and Girls Club of the Midlands
• Joslyn Castle
• Non-Profit Association of the Midlands
• Omaha Community Playhouse