For more than three decades and counting, Mercer Advisors has been proud to call Illinois 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 Illinois Team
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Illinois Offices Fast Facts & Specialties
- Local footprint: We have advisors sitting in the heart of Chicago and the surrounding areas including the Western suburbs all the way up to the North Shore.
- Specialized solutions include: Illinois estate tax strategies, strategies for reducing income tax, and multi-generational succession planning.
- Complex family dynamics: Our team has extensive experience working with widows/widowers, clients navigating divorce or other life transitions, as well as parents of special needs children.
Financial Solutions We Offer in Illinois
Deep Experience Working With…
Concentrated Stock
At Mercer Advisors, we help Illinois clients manage concentration with a financial plan that focuses on unlocking liquidity, reducing risk, and preserving long-term wealth.
Divorcing & Divorced
We provide Illinois 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 Illinois 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 Illinois 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 Illinois 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 Illinois.
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Illinois community and specializes in areas relevant to local residents.
When we talk about amplifying and simplifying your financial life through a comprehensive financial plan, it isn’t just about securing your financial future; it’s about the freedom to pursue your dreams and maintain independence without compromise.
I walk with clients on their financial journey and offer comprehensive planning that helps prioritize goals, reflects values, builds wealth, and manages risks. Together, we navigate successes and challenges, working toward a lasting legacy.
In my 25 years with Mercer Advisors, my focus has been on simplifying the most challenging components of one’s financial life. I’m proud to work for a firm where the mission is never in question: We help our clients achieve Economic Freedom™.
As a Wealth Advisor, my goal is to understand each client’s unique aspirations. I focus on building trust and tailoring strategies that align with their values, ensuring every financial decision supports their dreams and secures their future.
When we talk about amplifying and simplifying your financial life through a comprehensive plan, it isn’t just about securing your future; it’s about the freedom to pursue your dreams and maintain independence without compromise.
In Our Community
From sharing our knowledge to volunteering to improve our neighborhoods, our local team loves to give back to the community.
Susan G. Komen 3-Day Breast Cancer Walk
Each year, organizers of the Susan G. Komen 3-Day Walk invite advocates on a 60-mile journey to end breast cancer. Mercer Advisors supports their cause through volunteering.
Annual Client Appreciation Event
More than 60 clients and friends attended our first annual client appreciation event at Cantigny Golf Club!
Notre Dame Club of Aurora/Fox Valley’s 56th Annual Ziggy Czarobski Golf Outing
Proud to support the Notre Dame Club of Aurora/Fox Valley’s 56th Annual Ziggy Czarobski Golf Outing as this year’s Event Sponsor. Our team enjoyed a great day on the course alongside our Charles Schwab partners while helping support the club’s scholarship fund and the important work it does in the community.
Metrosquash’s 6th Annual Golf Outing
A great day on the course for an even greater cause! Mercer Advisors was honored to support MetroSquash’s 2026 Golfing for Graduates as an Eagle Sponsor, helping advance a mission centered on education, mentorship, and expanding opportunities for students. We’re grateful to partner with organizations making a lasting impact in their communities.
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