Mercer Advisors is proud to call the Carolinas home.
We offer comprehensive wealth management through a family office-like 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.
Carolinas
Carolinas
Stronger Together
Mercer Advisors understands the importance of joining forces with impressive local advisory firms. Together, we can provide clients with a greater breadth and depth of services and value—and, most importantly, keep our promises to them.
We’ve worked hard to retain some of the best aspects of a local boutique firm: white-glove service that comes from an intimate understanding of our clients’ families, lifestyles, situations, and needs. We combine this with the type of resources, specialized personnel, and risk mitigation of a national firm.
Carolinas Offices Fast Facts & Specialties
- Service over sales: Your advisors will be focused on you, not on finding new clients. (We have a separate team for that.)
- Institutional-grade investing: Our approach is modeled after the best practices of the world’s largest institutional investors, including a science-based approach and access to private markets for those who qualify.
- Specialty services: You’ll have access to financial guidance for all the important areas of your life, including retirement, family and health, profession and work, unique assets, and more.
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Carolinas community and specializes in areas relevant to local residents.
For more than 25 years, we’ve focused on serving clients as a fiduciary with comprehensive investment planning at the center of our service model. We were excited that Mercer Advisors shares the same core values and would help us leverage our practice.
Our two primary client-facing tenets never changed—transparency and client education. Partnering with Mercer Advisors allows us to maintain these key tenets while offering our clients additional valuable services that we could not, which is exactly the sort of win-win for our clients we were hoping to find in a partner firm!