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
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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 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
