When can you enjoy everything you’ve worked for?

Welcome to a different kind of wealth management in Roanoke

We get you to think about money like you’ve never thought about it before

Has rolling up your sleeves, working hard, and building success always been part of your DNA? Then we believe Mercer Advisors is the wealth management firm for you.

Because we’re here to help you keep building on that success. But at the same time, we fundamentally believe there’s a point in life where the wealth-builder in you deserves to become the wealth-enjoyer of all you’ve attained.

We’re built differently

Because to us, helping you protect and grow your wealth is about much more than just your investment portfolio

Of course, a well-managed investment portfolio is the cornerstone to building wealth. And we strive to do that exceptionally well.
 
But if returns are your sole focus, those returns can quickly be offset by what happens in the other parts of your financial life. Like not preparing for major taxable events, having an incomplete estate plan, a retirement plan that’s on autopilot, or a less than ideal business succession strategy.
 
So, unlike most firms, we have expertise across financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. With specialists across each of these areas communicating with each other about you, and with you.

Put simply, we help oversee and connect all the dots of your financial life.

Meet our talented wealth advisors in the Roanoke area

They’re here to help you connect all your financial dots

Ian Hamre

Sr. Wealth Advisor

Ian Hamre

Ian Hamre

Sr. Wealth Advisor

Ian is passionate about helping clients with streamlining their finances so they do not have to worry about money. He believes investment management is important but does not mean much without a financial plan. When he started taking care of his ailing grandparents, he recognized the value of having an advisor oversee investments, taxes, estate planning, insurance, and more, which led him to earn a bachelor’s degree in finance from Virginia Tech in 2010 and obtained his CFA® charter certification in 2015. At his former firm, HCO Private Wealth, he worked his way up to managing partner before the firm was acquired by Mercer Advisors in 2022. Outside of work, Ian enjoys spending time with his wife and two children, woodworking, and gardening.

Tyler Hillyer

Financial Planner

Tyler Hillyer

Tyler Hillyer

Financial Planner

Tyler helps clients alleviate worry about growing and protecting their wealth. Through integrated planning that encompasses navigating markets, taxes, estate planning, and more, Tyler has established himself as a trusted advisor to families seeking financial freedom. His career started in institutional investment research before a desire to build deeper client connections led him to private wealth management. Tyler is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and graduate of Morehead State University, where he captained the golf team and majored in Finance. Outside of the office, Tyler enjoys traveling with his wife, golfing, and watching college sports.

Joseph Young

Managing Director

Joseph Young

Joseph Young

Managing Director

CFP®, MBA, MSF, CRPC®

jbyoung@merceradvisors.com

Joseph began his career in finance in 2004. As a managing director for the mid-Atlantic markets, he oversees six wealth management offices and serves as a member of both the senior leadership team and the Mercer Advisors investment committee. Prior to joining Mercer Advisors, he worked at Merrill Lynch as a portfolio manager and senior wealth advisor. Joseph holds dual master’s degrees in finance and business management from Johns Hopkins University and is a CERTIFIED FINANCIAL PLANNER™ Professional. Joseph lives in Alexandria, Virginia with his wife and three children.

Lisa Dellinger

Manager, Client Service

Lisa Dellinger

Lisa Dellinger

Manager, Client Service

Lisa has worked in financial services for over 25 years. After working for a national firm, she assisted the founding partner of HCO Private Wealth with launching the firm in 2009. Lisa played an integral role throughout her tenure with HCO, helping the firm grow six-fold before its merger with Mercer Advisors in July of 2022. She enjoys building personal and business relationships with clients, and her experience is invaluable when it comes to resolving more complex operational and client issues. Lisa is now responsible for the Roanoke office’s daily operations, account administration, and client servicing. Lisa obtained her bachelor’s degree from Radford University. Outside of Mercer Advisors, she enjoys traveling with her family, the outdoors, and spending time with her son and dog.

We’ll team you up

with one of our talented wealth advisors who’ll help you connect all your financial dots

We’ll touch base to discuss your individual needs so that we can connect you with a wealth advisor who’s right for you.



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Please Note: The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services.

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