Mercer Advisors is proud to call Kentucky 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.
Kentucky Leadership Team
Kentucky
Kentucky
Kentucky
Kentucky
Kentucky
Kentucky
Kentucky
Kentucky
Kentucky
Kentucky
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.
Kentucky 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 Kentucky
Deep Experience Working With…
Concentrated Stock
At Mercer Advisors, we help Kentucky clients manage concentration with a financial plan that focuses on unlocking liquidity, reducing risk, and preserving long-term wealth.
Divorcing & Divorced
We provide Kentucky 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 Kentucky 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 Kentucky 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 Kentucky 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 Kentucky.
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Kentucky community and specializes in areas relevant to local residents.
For over 35 years, I’ve provided financial advice to families, many of whom I call both clients and friends. Planning for your future can be difficult due to the complex nature of your financial situation. Mercer Advisors provides the resources to enable us to help you to achieve financial freedom.
Every person’s living standard is defined by the amount of money they can freely spend or give away after paying taxes, paying on debts, and saving for the future. Most clients want to maximize their living standard, but finding the optimal balance of those five factors depends on individual circumstances, family makeup, as well as goals, objectives and the current economic environment. I work hard to find the right balance for each client, while considering the impact of inflation.
In Our Community
From sharing our knowledge to volunteering to improve our neighborhoods, our local team loves to give back to the community.
Sponsor of Bellarmine Athletics
Corporate sponsor Bellarmine Athletics providing support to the men’s and women’s basketball programs.
Adventure Camp
Volunteering at Adventure Camp, a day camp style program hosted by the Lincoln Heritage Council, Scouting America for children with special needs to develop social, personal and self-concept skills. Activities include fishing, arts and crafts, pontoon boating, BB guns, archery, canoeing, and more!
Knights Basketball Game
As part of our annual sponsorship with Bellarmine University Athletics, Mercer Advisors welcomed 50 clients to the Knights’ game against Florida Gulf Coast and held a VIP ticket giveaway that provided exclusive locker‑room chalk talk access and a meet‑the‑players experience.
Scouting America Lincoln Heritage Council
The Adventure Camp run by the Lincoln Heritage Council of Scouting America welcomed Mercer Advisors team as volunteers to help support a camp-style outdoor experience designed to help children with special needs build confidence, social skills, and greater independence.
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