Mercer Advisors is proud to call the Greater Washington D.C. area 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 Greater Washington D.C. Team
Greater Washington D.C.
Greater Washington D.C.
Greater Washington D.C.
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Greater Washington D.C.
Greater Washington D.C.
Greater Washington D.C.
Greater Washington D.C.
Greater Washington D.C.
Greater Washington D.C.
Greater Washington D.C.
Greater Washington D.C.
Greater Washington D.C.
Greater Washington D.C.
Greater Washington D.C.
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Greater Washington D.C.
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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.
Greater Washington D.C. 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 Greater Washington D.C.
Deep Experience Working With…
Concentrated Stock
At Mercer Advisors, we help Greater Washington D.C. clients manage concentration with a financial plan that focuses on unlocking liquidity, reducing risk, and preserving long-term wealth.
Divorcing & Divorced
We provide Greater Washington D.C. 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 Greater Washington D.C. 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 Greater Washington D.C. 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 Greater Washington D.C. 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 Greater Washington D.C..
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Greater Washington D.C. community and specializes in areas relevant to local residents.
After 30 years of serving families and businesses across Maryland, joining Mercer Advisors allows us to stay true to who we are while expanding the services we can offer our clients. We’re still the same trusted team our clients know, now supported by a national firm that shares our fiduciary values and client-first philosophy.
Our decision to join Mercer Advisors came down to two things: alignment and culture. Mercer Advisors shares our commitment to leading with humility, collaboration, and integrity — the same principles that have guided us from the very beginning.
We are excited to partner with Mercer Advisors after operating as an independent RIA since 1995. This partnership helps enable us to manage assets more effectively and provide our clients with a clearer view of their financial futures. As part of Mercer Advisors, we can continue offering the personal relationships and steady guidance our clients rely on — now with access to a broader range of services and a team of financial professionals dedicated to putting our clients’ best interests first.