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Wealth Advisors in Rockwall

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

214.771.3363

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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

 

Meeting the Financial Needs of Dallas Residents

Our office serves clients within the Dallas-Fort Worth Metroplex and its surrounding areas. We believe everyone should be able to live free from their financial concerns and are committed to helping you pursue your goals to achieve Economic Freedom. With our expertise in wealth management, life insurance, and retirement planning, we have built a diverse client base and a team of professionals capable of managing complex financial issues. It’s our responsibility to thoroughly assess your financial situation, and to only make recommendations that are in your best interest with integrity and transparency.

Meet Your Rockwall Team

Susan Travis

Managing Director

Anna Apodaca

Regional Vice President, Wealth Advisor

David Cain

Regional Vice President, Wealth Advisor

Ryan Overstreet

Regional Vice President, Wealth Advisor

Sam Hume

Regional Vice President, Wealth Advisor

Jake Wedemeyer

Regional Vice President, Wealth Advisor

Aaron Boyce

Wealth Advisor

Aleesha Grimes

Sr. Client Service Specialist

Haley Griffin

Client Service Specialist

Anna Moseley

Client Service Specialist

Kathy Cain

Client Service Specialist

Matt Moore

Client Service Specialist

News

Mercer Advisors Acquires Lake Point Advisory Group

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Talk to a Rockwall Wealth Advisor