Mercer Advisors

Welcome to Our Tampa Office

Experienced Financial Advisors in Tampa, FL

Tampa Financial Planning

Our Mercer Advisors Tampa team has been serving high-net-worth individuals and families in the Tampa Bay area for decades, helping preserve and protect their wealth and maximize their legacy for the next generation. Whatever your goals or life stage, we are here to provide you with the blueprint for achieving Economic Freedom™.

We offer comprehensive wealth management through a family office structure, helping clients amplify and simplify their financial lives by bringing together financial planning, investment management, tax, estate, insurance, and more into one integrated offering. We look forward to connecting with you and your family.

Ryan Frankel
Ryan Frankel, CFP® Principal
Tampa
Meghan Doherty
Meghan Doherty Wealth Advisor
Tampa
Michelle Hendry
Michelle Hendry Sr. Wealth Advisor
Tampa
Michael Mikonis
Michael Mikonis, CFP®, RICP® Wealth Advisor
Tampa
Ready to get in touch? My team and I are here to help.
Rose Cooke
Rose Cooke Regional Vice President
Tampa
Let’s Talk

Tampa

By appointment only

4010 West Boy Scout Boulevard
Suite 355
Tampa, Florida 33607

Phone: 888.920.1320

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Tampa Offices Fast Facts & Specialties

  • Wealth optimization for business owners: Whether you are contemplating a third-party sale, transfer to family members, or a sale to employees, we can help maximize your potential for success.
  • Retirement planning expertise: Our team specializes in helping people at or near retirement devise strategies to maximize income while minimizing taxes.
  • Life transition events: We have deep expertise working with clients through major transitions to minimize financial impact and achieve Economic Freedom™.

Financial Solutions We Offer in Tampa

Mercer Advisors delivers comprehensive financial guidance designed to address the full complexity of your financial life. Our Tampa team brings together planning, investment management, tax strategy, estate planning, and trust services — working collaboratively to help individuals and families make confident, informed financial decisions.
Financial Planning
Financial planning services for Tampa clients and families that can help serve as the foundation for every significant financial decision you make, with a plan designed to evolve alongside your life and goals with regular reviews designed to keep your plan aligned as your life and priorities change.
Tax Planning & Preparation
Integrated tax planning and preparation for Tampa clients built to help reduce tax surprises and keep more of what you earn, with proactive planning that goes well beyond annual filing because a proactive approach to taxes may help you keep more of what you’ve worked to build.
Investment Management
Disciplined portfolio management for Tampa clients and families built to help align your portfolio with your long-term objectives, with investment committee oversight and a rigorous, evidence-based process guiding every decision as part of Mercer Advisors’ integrated wealth management model.
Estate Planning
Estate planning for Tampa clients and families that can help bring estate strategy from concept to completed documents, with a team that coordinates across financial planning, tax, and trust considerations in alignment with applicable state and federal estate planning considerations.
Insurance Solutions
Insurance planning and risk management solutions for Tampa clients designed to help make insurance decisions as strategic as the wealth you’ve worked to build, with regular portfolio reviews and an unbiased assessment of carriers and policies — so your insurance portfolio can be built and maintained as intentionally as the rest of your financial plan.
Trustee Services
Fiduciary trustee services for Tampa families that can help take on the administrative, legal, and financial responsibilities of trust management — so your family can focus on what matters most to them — so your family’s trust can be administered with care, precision, and the professional independence it may require.

Meet Our Talented Advisors

Our team is deeply embedded in the Tampa community and specializes in areas relevant to local residents.

See the full team

Ready to learn more from the Tampa team?

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TRUST WE HAVE EARNED

#1 RIA Firm in 2025 Award - Barron's Top 100 RIAs Ranking

#1 RIA in 2025 Barron’s Top 100 RIAs Ranking

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Mercer Advisors' 2026 Best Overall Financial Advisory Firm for High-Net-Worth Individuals Award issued by The Wall Street Journal Buy Side

Best Overall Financial Advisory Firm for High-Net-Worth Individuals 2026 by The Wall Street Journal Buy Side

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Mercer Advisors 5 Star Ranking on Newsweek America's Top Financial Advisory Firms 2026

5 Star Ranking on Newsweek America’s Top Financial Advisory Firms 2026

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Winner of 2025 Wealthies RIA Client Initiative for Advisor Matching Tool

Winner of 2025 Wealthies RIA Client Initiative for Advisor Matching Tool

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Ready to get in touch?
My team and I are here to help.

Rose Cooke
Regional Vice President, Tampa
Let’s Talk

Already a client?

Please reach out to your Advisory Team directly.