For more than 40 years and counting, Mercer Advisors has been proud to call the Ohio Valley 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 Ohio Valley Team
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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.
Ohio Valley Offices Fast Facts & Specialties
- Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, navigating family dynamics and providing clarity when complexity arises.
- Lifecycle financial planning: Our comprehensive approach is designed to help you enjoy the present – and the future.
- Corporate options planning: Extensive experience helping corporate executives manage options strategies as a component of a comprehensive financial plan.
Financial Solutions We Offer in Ohio Valley
Deep Experience Working With…
Concentrated Stock
At Mercer Advisors, we help Ohio Valley clients manage concentration with a financial plan that focuses on unlocking liquidity, reducing risk, and preserving long-term wealth.
Divorcing & Divorced
We provide Ohio Valley 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 Ohio Valley 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 Ohio Valley 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 Ohio Valley 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 Ohio Valley.
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Ohio Valley community and specializes in areas relevant to local residents.
I founded NorthAvenue Financial Advocates with the belief that financial planning should be personal, collaborative, and focused on helping people achieve what matters most to them. I’m especially proud to expand my ability to serve women through Women & Wealth at Mercer Advisors — an approach designed to meet women where they are, professionally, personally, and financially. It’s a natural extension of the personalized relationships I’ve always valued, helping create the context for women to experience greater financial confidence.
As part of a predominantly women-led team at NorthAvenue Financial Advocates, I’ve seen how meaningful it is to create a planning experience where clients feel heard, supported, and confident in the decisions they’re making. Joining Mercer Advisors allows me to build on that foundation with expanded resources for women investors across tax, estate planning, investment management, and other family office services. I’m proud to continue serving clients with the same commitment they’ve always known, now backed by even broader capabilities.
I take pride in helping clients achieve confidence and freedom of time with financial planning. I work with them to set goals and develop good money habits, enabling them to enjoy the benefits of their hard work now, in retirement, and in legacy.
For over 20 years, I’ve been honored to advise families I’m fortunate to call both clients and friends. The resources and services offered by Mercer Advisors make helping them reach their goals and achieve financial freedom possible.
With over 40 years of helping business owners and high net worth clients accomplish their financial goals, our merger with Mercer Advisors has better equipped us to serve our clients in whatever phase of life we find them and their families.
At Mercer Advisors, I am able to combine my expertise in financial planning with the resources of a national fiduciary firm to provide personal service and guidance to families and business owners looking to chart a course for the future.
In Our Community
From sharing our knowledge to volunteering to improve our neighborhoods, our local team loves to give back to the community.
Women & Wealth Wine Tasting
Mercer Advisors hosted an educational wine tasting by Kevin Hart and Sarah Tanner with Hart & Cru, and a presentation from Jeannette Jones and Kristen Comeau on strategies for women to achieve financial freedom.
ACI Smart Strategies Series
Mercer Advisors partnered with Allied Construction Industries (ACI) to present to local construction-related business owners and professionals on seven wealth management mistakes to avoid.
Leading Age National Conference
Leading Age is a community of non-profit aging services providers and other mission-driven organizations. Chip Workman attended their National Conference in his service to the Board of Episcopal Retirement Services.
Freestore Foodbank
Freestore Foodbank is dedicated to eliminating hunger to create a healthy and thriving community. The Cincinnati Mercer Advisors team supports their mission through volunteering.
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