Mercer Advisors is proud to call the Tennessee area 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.
Tennessee
Tennessee 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 Tennessee community and specializes in areas relevant to local residents.
Financial planning is holistic and broad; it gives confidence to our clients for today and a more secure tomorrow. Our clients benefit from a ‘family office’ approach-integrating investment management, estate planning, and tax strategies under one roof-all designed to simplify wealth management for generations. We do the worrying, so clients don’t have to.
One of my favorite quotes: “The present is the result of the past and the future is the result of the present”. Where we are today in our financial journey is the result of what we have accomplished to this point. Our future financial well-being is the result of our actions today. Comprehensive Financial Planning helps guide our clients toward a brighter future.
Mercer Advisors empowers me to serve you better, combining my expertise with the firm’s comprehensive wealth management solutions to help you achieve your vision for the future. With a unified in-house team of specialists and a fiduciary commitment to your success, we deliver clarity and confidence for every stage of your journey.