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.
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.
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.
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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