Mercer Advisors is proud to call Wisconsin 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 Wisconsin Team
Wisconsin
Wisconsin
Wisconsin
Wisconsin
Wisconsin
Wisconsin
Wisconsin
Wisconsin
Wisconsin
Wisconsin
Wisconsin
Wisconsin
Wisconsin
Wisconsin
Wisconsin
Wisconsin
Wisconsin
Wisconsin
Wisconsin
Wisconsin
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.
Wisconsin Offices Fast Facts & Specialties
- Specialized solutions for: Wisconsin Retirement Systems pension, tax planning, business ownership strategies, and wealth transfer planning.
- Deep experience working with: University of Wisconsin employees, farmers, C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions.
- Local expertise: Our team has deep roots in the community and decades of collective experience.
Financial Solutions We Offer in Wisconsin
Deep Experience Working With…
Concentrated Stock
At Mercer Advisors, we help Wisconsin clients manage concentration with a financial plan that focuses on unlocking liquidity, reducing risk, and preserving long-term wealth.
Divorcing & Divorced
We provide Wisconsin 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 Wisconsin 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 Wisconsin 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 Wisconsin 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 Wisconsin.
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Wisconsin community and specializes in areas relevant to local residents.
We build long-term relationships with clients, helping to empower them to make informed decisions that create lasting impact.
I believe in taking a comprehensive approach, integrating all aspects of financial health to help ensure our clients’ goals are met.
My role is to provide clarity and confidence, helping clients navigate the complexities of their financial journey with ease.
Working closely with clients allows me to offer personalized strategies that evolve with their lives, ambitions, and challenges.
I take pride in bringing clients a holistic approach to wealth management, from planning to implementation, every step of the way.