Talk to Palm Beach Gardens Financial Advisor
Financial Advisors in Miami & SE Florida
Located in the heart of Palm Beach County, 77 miles north of downtown Miami, 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.
4440 PGA Boulevard
Suite 600
Palm Beach Gardens, Florida 33410
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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 Palm Beach Gardens 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 Palm Beach Gardens 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 & non-profits
- Donor advised funds & charitable trusts
- Education / college planning
- Cash flow / budget optimization
Meeting the Financial Needs of the Southeast Florida Community
We serve clients in Palm Beach Gardens and the surrounding cities. From individuals and families, to business owners in various fields, the diverse background of our client base means we have the expertise to manage complex financial issues. We partner with our clients in navigating their financial situation and lead them on the right track for Economic Freedom. This includes equity compensation, highly concentrated positions, financial planning, tax planning and estate planning to name just a few.
Meet Your Palm Beach Gardens Team
Scott Kays
Managing Director
Chase Carmichael
Regional Vice President
Steven Crevar
Wealth Advisor
Ben Gyulambaryan
Wealth Advisor
Li Huang
Sr. Client Service Specialist
James Werner
Senior Regional Sales Associate