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.
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.
They’re here to help you connect all your financial dots
Sr. Wealth Advisor
Sr. Wealth Advisor
Ian has always been passionate about creating detailed plans and analyzing data. It was not until he started taking care of his ailing grandparents, that he recognized his innate abilities for financial advising. This eventually led to the partnership at his former firm, HCO Private Wealth, with the vision of creating a one-stop shop for all his client's financial needs. Ian believes an investment means nothing without a plan. He starts every relationship by mapping out the client's goals before determining what investments are appropriate. Ian graduated from Virginia Tech with a bachelor’s degree in Finance. He earned his Chartered Financial Analyst® certification in 2015. The CFA® certification is regarded as the preeminent certification in the global financial industry based on its rigorous focus on portfolio management, financial analysis, and ethical & professional standards. At HCO, he worked his way up to Managing Partner before the firm merged with Mercer Advisors in 2022. Outside of Mercer Advisors, Ian enjoys woodworking, gardening, and spending time with his wife, two children, and dog.
Tyler began his career working in institutional investment research. However, seeing his family and friends receive poor financial advice led him to pursue a career in wealth management instead. He now focuses on helping families create and manage holistic financial plans that encompass all aspects of their investments, taxes, estate planning, and other economic considerations. A native of West Virginia, Tyler graduated summa cum laude from Morehead State University, where he captained the golf team and majored in finance. He became a CERTIFIED FINANCIAL PLANNER™ professional in 2023. Outside of the office, Tyler enjoys traveling with his wife, golfing, and attending sporting events.
Sr. Client Service Specialist
Sr. Client Service Specialist
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.
CFP®, MBA, MSF, CRPC®
Joseph began his career in wealth management in 2004. Prior to joining Mercer Advisors, he worked at Merrill Lynch Global Wealth and Investment Management as a senior wealth management and portfolio advisor. At Merrill Lynch, Joseph specialized in financial, estate, and investment planning for high-net-worth individuals and institutions. He holds dual Master’s degrees in Finance and Business Management from Johns Hopkins University. Joseph lives in Old Town Alexandria with his wife and two children.
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.