Talk to a Rockwall Wealth Advisor
Wealth Advisors in Rockwall, Texas
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.
1 Horizon Court
Suite A
Rockwall, Texas 75032
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About Us
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 wealth advisor in Rockwall that best fits your needs. Our financial advisors strive to understand your financial situation and guide you on the path to help grow your wealth, attain Economic Freedom™, and succeed in your life journey.
Financial Management to Help Maximize Wealth
Our Rockwall 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
Meet Your Rockwall Team
Susan Travis
Managing Director
Reid Johnson
Sr. Wealth Advisor
Anna Apodaca
Wealth Advisor
Aaron Boyce
Wealth Advisor
David Cain
Wealth Advisor
Ryan Overstreet
Wealth Advisor
Sam Hume
Associate Wealth Advisor