Financial Advisors in Raleigh
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 RALEIGH 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 Raleigh that best fits your needs. Our wealth advisors strive to understand your financial situation 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 Raleigh 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 Raleigh Community and Beyond
The majority of our clients reside inside the Raleigh/Triangle area, although our client relationships extend throughout North Carolina. Major segments of our client base include retirees, those getting ready to retire, and those within five to ten years of retirement age. Overall, our clientele is quite diversified by occupation, income level and net worth.
Our experienced, credentialed team provides financial planning services to help clients create, grow and preserve assets, manage risks, retire and age comfortably. Our financial planning guidance encompasses all the core planning disciplines — goal definition, cash flow management, debt reduction, income tax planning, retirement readiness, education funding, investment planning, risk management, and estate conservation and distribution — and is custom-tailored to meet each client’s particular circumstances (a one-size-fits-one roadmap to wealth management).
Our structure and approach promote long, meaningful relationships with our clients. Their goals are our goals. Knowing we have made a positive impact on someone’s life is indeed the most satisfying part of our work.
Meet Your Raleigh Team
Sr. Wealth Advisor, Sr. Director
Sr. Wealth Advisor
Sr. Financial Planner