Mercer Advisors is proud to call Colorado & Wyoming home.
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.
Meet the Colorado & Wyoming Team
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
Colorado & Wyoming
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 & Wyoming Offices Fast Facts & Specialties
- Service over sales: Your Colorado & Wyoming 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.
Financial Solutions We Offer in Colorado & Wyoming
Deep Experience Working With…
Concentrated Stock
At Mercer Advisors, we help Colorado & Wyoming clients manage concentration with a financial plan that focuses on unlocking liquidity, reducing risk, and preserving long-term wealth.
Divorcing & Divorced
We provide Colorado & Wyoming residents with compassionate, personalized financial guidance throughout your divorce, empowering you to embrace the opportunities ahead. Learn more about how we can help.
Generational Wealth
Managing wealth across generations isn’t just about protecting assets—it’s about safeguarding your legacy. We collaborate with Colorado & Wyoming families like yours to craft tailored plans that help to ensure long-term financial continuity.
Inherited Wealth
Your inheritance marks a beginning and an end. Learn more about how we approach this delicate situation for Colorado & Wyoming residents and help ensure your new wealth is protected, optimized, and meets your long-term goals.
IPOs & Liquidity Events
Whether you’re holding RSUs, ISOs, NSOs, or ESPP shares, the decisions you make now may shape your financial future. Learn how we can help demystify the process for you and help avoid a hefty tax bill.
Retirement Planning
Retirement planning is a vital aspect of financial wellness that transcends age, income level, or career stage. See how we can help Colorado & Wyoming residents design retirement plans that help them achieve their financial goals.
Special Needs
Caring for a loved one with disabilities brings unique responsibilities, and planning ahead is one of the most important things you can do. We’ll help you prioritize what matters most, understand what can wait, and build a plan that gives you confidence.
Women & Wealth
We’re fiercely committed to amplifying women’s financial confidence. Learn how we’re leading the charge to create better financial outcomes for women in Colorado & Wyoming.
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Colorado & Wyoming community and specializes in areas relevant to local residents.
I help families recognize how effective financial planning instills confidence and expands their choices. Customized planning requires alignment between advisor and family — achieved through thoughtful questions and active listening. Numbers are important, but life isn’t lived on a spreadsheet. I want to understand each client’s perspective on the purpose of their wealth, because money is simply ink on paper until it’s used to support what you and your family value.
A quote that I think resonates well with how I work as a wealth advisor is, “it does not matter how much you know, until the person knows how much you care.” It reflects how I think about living life with fullness and joy, and truly how we are built for relationships.
In my two decades in finance, I’ve come to realize that money is where values turn into action. Nothing is more satisfying than helping my clients create alignment with their life purpose through their financial plan.
I’m passionate about serving people and helping them navigate life’s financial decisions with clarity and confidence. Our approach is centered on understanding each family’s goals and providing guidance through both opportunities and challenges. Mercer Advisors’ family office model provides the breadth and expertise needed to support families in a truly comprehensive way.
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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