Mercer Advisors is proud to call Colorado 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.
Colorado
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.
Colorado Offices Fast Facts & Specialties
- Service over sales: Your Colorado 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 Our Talented Advisors
Our team is deeply embedded in the Colorado community and specializes in areas relevant to local residents.
In Our Community
From sharing our knowledge to volunteering to improve our neighborhoods, our local team loves to give back to the community.
CU Boulder Rooftop Event at Folsom Field
Held a rooftop event at CU Boulder for clients and friends of the firm, featuring a fireside chat with JR Payne, Head Coach of the Women’s Basketball Team. Guests enjoyed photo ops, time on the field—including tossing the football—and appearances by the CU mascot and Mercer CEO Dave Welling. The evening blended meaningful conversation with memorable experiences, fostering deeper relationships and celebrating community.
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