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
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.
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.
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!
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