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Wealth Advisors in Springfield

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.

1256 East Kingsley
Springfield, Missouri 65804

417.882.7283

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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 Springfield 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 Springfield 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 Local Communities

We serve clients in Southwest Missouri and Northwest Arkansas through offices located in Springfield and Branson, Missouri. Our wealth advisors take a comprehensive approach in assisting clients. We establish an individualized, customized financial plan for our clients to help achieve financial freedom and confidence for their family and loved ones. We feel a strong commitment to the community and are involved in various organizations such as:

  • Cox Hospital
  • Springfield Boys & Girls Club
  • Hickory Hills Country Club
  • Springfield Catholic Schools
  • Sertoma
  • Ozarks Food Harvest
  • Rotary International
  • Boys & Girls Club of the Ozarks
  • Branson Hollister Rotary
  • Branson Chamber of Commerce
  • Drury University
  • Skyword Sports
  • Library Public Building
  • Greene County Estate Planning Council
  • Lost & Found Grief Center
  • Missouri State University
  • Springfield Chamber of Commerce

Meet Your Springfield Team

Brent Singleton

Sr. Wealth Advisor, Director

Holly Gray

Sr. Wealth Advisor

Dennis Heim

Sr. Wealth Advisor

Mike Sharp

Sr. Wealth Advisor

Dean Young

Sr. Wealth Advisor

Nick McDowell

Financial Planner

Ethan Wallace

Financial Planner

Kaz Woodward

Financial Planner

Jonathan Vance

Associate Financial Planner

Amanda Reed

Sr. Client Service Specialist

Dena Livingston

Sr. Client Service Specialist

Jessica Livingston

Client Service Specialist

Blake Parker

Client Service Specialist

Deborah Parker

Client Service Specialist

Haiden Bowman

Operations Manager

News

Mercer Advisors Acquires HYA Advisors, Inc.

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Talk to an Springfield Wealth Advisor