Mercer Advisors is proud to call Iowa 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.
Iowa
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.
Iowa 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 Iowa community and specializes in areas relevant to local residents.
Multi-generational planning can be daunting when tax codes, laws, and family dynamics are constantly evolving. From educating the next generation to navigating the intricacies of estate planning, I love partnering with families to help preserve and nurture their unique legacy.
For corporate executives, planning for your own future can be difficult when balancing the time-consuming demands of your job and the often complex nature of your personal financial situation. We understand these challenges and have access to specialized resources to help consolidate multiple issues into a comprehensive strategy designed to help you work toward achieving your financial goals.