Talk to Palm Beach Gardens Financial Advisor
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.SPEAK WITH A PALM BEACH GARDEN ADVISOR
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.
Our Palm Beach Gardens financial advisors specialize in helping individuals, families, foundations, endowments, and businesses with comprehensive wealth management services including:
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.
Regional Vice President
Sr. Client Service Specialist
Senior Regional Sales Associate