Mercer Advisors is proud to have deep roots in the Dallas Fort Worth area. Many of our advisors have been providing wealth management services to local residents for more than 30 years. Our expertise includes providing financial guidance for multi-generational wealth, divorce, executive compensation, business ownership, and dependents with special needs.
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.
Dallas Fort Worth
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.
Dallas Fort Worth 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 Dallas Fort Worth community and specializes in areas relevant to local residents.
Life is full of changes and transitions. At Mercer Advisors, I am able to provide my clients with the information they need to help make confident, educated decisions and create their best life going forward.
Multi-generational wealth needs strong foundations to endure the forces of life and time. I believe a well built and maintained plan is a safe haven for those who place their trust with us. It’s a great honor to partner with my clients in this endeavor.
Every day, I help people navigate their financial journey and implement strategies that align with their goals. It’s incredibly rewarding to witness their successes and know that my guidance helped play a role in shaping their future.