Financial Advisors in Onalaska & La Crosse

Mercer Advisors has more than 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 La Crosse 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 La Crosse financial advisors specialize in helping individuals, families, foundations, endowments, and businesses with comprehensive wealth management services including:

 

Meeting the Financial Needs of the Coulee Region, La Crosse, and Beyond

With an office on the west coast of Wisconsin, our La Crosse team serves clients who live and work in central and western Wisconsin, northern Iowa, and Minnesota, particularly Rochester and the Twin Cities. The diverse nature of our client base means we have the expertise to manage complex financial issues including equity compensation and highly concentrated positions, asset inheritance, divorce, or transitioning into retirement.

Whether we are serving clients, or actively participating in local organizations, we are committed to serving the community in which we live and work. Our La Crosse team serves and supports the following local organizations: