Talk to Schaumburg Financial Advisor
Located in Schaumburg, 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.
475 North Martingale Road
Suite 300
Schaumburg, Illinois 60173
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 financial advisor in our Schaumburg office that best fits your needs. Our wealth advisors will take the time to fully understand your financial situation and goals and guide you on the path to grow your wealth, attain Economic Freedom™, and succeed in your life journey.
Our Schaumburg financial advisors specialize in helping individuals, families, foundations, endowments, and businesses with comprehensive wealth management services including:
From our office in Schaumburg, IL, we are ideally located to serve clients who live and work in Chicago and the surrounding suburbs, in addition to clients living in Wisconsin, Indiana, and Minnesota. Whether it’s socially responsible investing, the complexity of executive compensation and equity plans, or retirement and tax strategy, our team focuses on what is important to our clients lives and the goals they want to achieve. With the many twists and turns our lives take, having families, changing jobs, becoming single, our advisors can ensure you are always on track to achieve Economic Freedom. We are active participants in the community where we live and work and are currently supporting the following local organizations and events:
Tom Herzing
Sr. Wealth Advisor
Steve Roberts
Wealth Advisor
Marzena Hanek
Lead Client Service Specialist
Lucas Schwaller
Regional Vice President
Laura Cuber
Wealth Advisor
Laura Combs
Managing Director
Grace Bossert
Associate Financial Planner
Douglas Gilbert
Regional Vice President
Carin Roman
Wealth Advisor
Alec Montoya
Wealth Advisor