Financial Advisors in Starkville
Located in the heart of downtown Starkville, 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.
102 South Jackson Street
Starkville, Mississippi 39759
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About Us
Mercer Advisors has over 35 years of experience in financial planning and wealth management services, spanning capital investment management, retirement planning, estate planning, corporate trusts, tax planning and preparation, and related financial services. We’ll match you with a wealth advisor in Starkville 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 Starkville 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 (SRI)
- Foundations and non-profits
- Donor-advised funds and charitable trusts
- Education/college planning
- Cash flow/budget optimization
Dedicated to the Management and Protection of Your Wealth
Our focus is to design broad-based financial plans and investment strategies for individual clients and business owners. Our goal is to help our clients achieve financial independence through professional advice, sound risk management, quality investment products, and personal, efficient service.
Meet Your Starkville Team
Scott Kays
Managing Director
Ernie George
Director
Katie Iglay
Manager of Operations
Vickie Willard
Client Services Coordinator