With offices across the state, Mercer Advisors is proud to call Florida 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 Florida Team
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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.
Florida 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.
Financial Solutions We Offer in Florida
Deep Experience Working With…
Concentrated Stock
At Mercer Advisors, we help Florida clients manage concentration with a financial plan that focuses on unlocking liquidity, reducing risk, and preserving long-term wealth.
Divorcing & Divorced
We provide Florida 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 Florida 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 Florida 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 Florida 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 Florida.
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Florida community and specializes in areas relevant to local residents.
Our roots have always been in serving ultra-high-net-worth individuals with complex issues as well as the next generation. As a trusted decision-making partner, our focus has been to understand what is most important to those we serve and provide clarity, confidence and peace of mind. Now with Mercer Advisors, we can continue to serve all levels of wealth across families, while maintaining a high standard of care.
We are honored to be a trusted partner to our client families. Through the family wealth planning process, we help provide a clear financial roadmap for today and the future. Our partnership with Mercer Advisors strengthens our ability to deliver holistic care and uphold our promise to serve clients and their loved ones through every life stage.
In Our Community
From sharing our knowledge to volunteering to improve our neighborhoods, our local team loves to give back to the community.
Jacksonville Women Lawyers Association (JWLA) – Fall into Florals and Finance
As JWLA’s Black Diamond Annual Sponsor, Jenn King hosted a vibrant After 5 event where members explored savvy financial planning strategies for women while enjoying a hands-on floral arrangement workshop.
YMCA at Nocatee’s Mile of Strength 5K & Kids Fun Run
Mercer Advisors was honored to serve as presenting sponsor for the YMCA’s Miles of Strength 5K. Supporting community wellness initiatives like Healthy Aging Programs, military focused services, and LIVESTRONG at the YMCA reflects our belief that financial wellness and community wellness are deeply interconnected. We’re proud to champion programs that build strength—physically, emotionally, and financially—right here in our local community.
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