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-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.
Ohio Valley
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.
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 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.
Since becoming a CFP® professional in 1988, I’ve had the privilege of advising clients on the financial impact of their decisions, helping them reach their goals and live a life that reflects their values.
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.
Every client has a unique puzzle to solve, and the fun part is seeing the final picture revealed. The beauty of Mercer Advisors is that we have access to all the tools necessary to help achieve any goal our clients put forth.
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.
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.
SEARCH Columbus Golf Outing
Mercer Advisors was the breakfast sponsor for the SEARCH Columbus Golf Outing, and members of the Columbus team participated in the event at Pinnacle Golf Club in Grove City.
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