Mercer Advisors is proud to help families in Upstate New York with all their wealth management needs. With a team of local CFP® professionals, we provide highly tailored guidance to individuals, families, and businesses.
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 Upstate New York Team
Upstate New York
Upstate New York
Upstate New York
Upstate New York
Upstate New York
Upstate New York
Upstate New York
Upstate New York
Upstate New York
Upstate New York
Upstate New York
Upstate New York
Upstate New York
Upstate New York
Upstate New York
Upstate New York
Upstate New York
Upstate New York
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.
Upstate New York Offices Fast Facts & Specialties
- Deep experience with: Individuals nearing or in retirement, charitable giving strategies, tax and estate planning, and individuals who own land or forested acreage.
- Retirement planning expertise: Our team specializes in helping people at or near retirement devise strategies to maximize income while minimizing taxes.
- Complex estate and gift planning: With the uncertainty of estate tax rules, having a proactive estate and gifting plan is place is imperative.
Financial Solutions We Offer in Upstate New York
Deep Experience Working With…
Concentrated Stock
At Mercer Advisors, we help Upstate New York clients manage concentration with a financial plan that focuses on unlocking liquidity, reducing risk, and preserving long-term wealth.
Divorcing & Divorced
We provide Upstate New York 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 Upstate New York 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 Upstate New York 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 Upstate New York 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 Upstate New York.
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Upstate New York community and specializes in areas relevant to local residents.
Financial success may mean early retirement, paying for grandchildren’s college, or even the ability to impact your community by leaving a legacy to local charities. It is our job to help you succeed in your personalized goals.
We offer scalable services and can work with clients at all stages of life.
In Our Community
From sharing our knowledge to volunteering to improve our neighborhoods, our local team loves to give back to the community.
Financial Planning Association of Greater Rochester, NY
Jamie is the current president of the FPA in Rochester where she elevates the profession through monthly peer seminars on various financial planning topics. She also speaks on income tax issues and CFP® ethics.
Foodlink
Foodlink is invested in the fight against hunger and poverty in Rochester and the Finger Lakes. Our Fairport office has helped them prepare food donations for distribution to those in need.
New York Forest Owners Association
The New York Forest Owners Association is dedicated to encouraging well informed management of privately owned woodlands. Mercer Advisors supports their mission through speaking engagements.
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