Skip to main content

Financial Advisors in Schaumburg

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



Visit Us

Map to this location

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 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.


Financial Management to Help Maximize Wealth

Our Schaumburg 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 the Chicagoland Community and the Upper Midwest

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:

  • Feed My Starving Children
  • Family Shelter Service

Meet Your Schaumburg Team

Laura Combs

Managing Director

Douglas Gilbert

Senior Vice President, Sales

Lucas Schwaller

Regional Vice President

Tom Herzing

Sr. Wealth Advisor

Steve Roberts

Wealth Advisor

Carin Roman

Wealth Advisor

Alec Montoya

Wealth Advisor

Grace Bossert

Associate Financial Planner

Marzena Hanek

Lead Client Service Specialist

Melissa McCabe

Client Service Specialist

Joy Kaczmarek

Client Service Specialist



New Legislation Impacts Retirement Planning

Read More

Mercer Advisors Takes ESG to a New Level

Read More

Mercer Boosts Female Leadership with New Hire

Read More

Mercer Advisors Acquires CCP, Inc

Read More

Talk to Schaumburg Financial Advisor