Mercer Advisors is proud to call Georgia 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.
Georgia Leadership Team
Georgia
Georgia 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 Georgia community and specializes in areas relevant to local residents.
I enjoy helping provide confidence for clients to reach their financial goals, whether that be planning for or throughout retirement. Mercer Advisors provides the national resources of a family office for comprehensive financial planning through a fiduciary lens for our local community.
In Our Community
From sharing our knowledge to volunteering to improve our neighborhoods, our local team loves to give back to the community.
Rotary Club of Union County Veteran’s Day Luncheon
We have sponsored the Veterans’ Day recognition luncheon with the Union County Rotary Club for several years.
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