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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

Bruce Harrison

Regional Vice President

Bruce Harrison

Bruce Harrison

Regional Vice President

CFP®, ChFC®, CTFA

bharrison@merceradvisors.com

Bruce believes that “Building and preserving net worth requires more than just an advisor – you need a robust team with a strong investment group, estate & tax capabilities, and an experienced financial team well versed on financial strategies that can really make a difference to clients.” Bruce’s extensive career experience spans over 30 years and includes positions at a Wall Street firm, trust company, financial planning firm, and several national banks. This experience prepared him to lead a private wealth advisory team dedicated to helping clients build, preserve, harvest, and transfer their wealth. Bruce joined Mercer Advisors in 2022 after building a successful wealth management firm in southwest Virginia that serves the unique needs of doctors, entrepreneurs, and retirees in both Virginia and across the country. As both an advisor and owner of multiple businesses, Bruce is also able to help entrepreneurs maximize the integration between their business and personal financial strategies to help increase the value of their exit and prepare for a successful retirement.

Ian Hamre

Sr. Wealth Advisor

Ian Hamre

Ian Hamre

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 Hillyer

Associate Financial Planner

Tyler Hillyer

Tyler Hillyer

Associate Financial Planner

Tyler began his career working in institutional investment research but seeing his family and friends receive poor financial advice led him to pursue a career in wealth management instead. Tyler joined the team as an analyst in 2021. He now focuses on helping families create and manage holistic financial plans that encompass all aspects of their investment, tax, estate, and other economic needs. 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 completed the CERTIFIED FINANCIAL PLANNER™ education program through North Carolina State University and passed the CFP® exam in 2022. Outside of the office, Tyler enjoys traveling with his wife, golf, and attending sporting events.

Lisa Dellinger

Sr. Client Service Specialist

Lisa Dellinger

Lisa Dellinger

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.

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.


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.