Andy Burgess

Andy has been serving financial advisors for 25 years. He has extensive experience helping financial advisors with technology solutions and various practice management topics. Andy understands the landscape of different business models, industry partners, and the myriad paths advisor businesses may take. He seeks to guide the choices presented to advisors as they consider, plan, and execute strategies for their clients, employees, and personal successes.

Prior to joining Mercer Advisors, Andy served in a business development role at NewEdge Advisors, where he supported advisors in transition decisions. He previously worked in similar business development and consulting roles at Fidelity Institutional, SS&C Black Diamond, and Schwab Performance Technologies, among others.

Andy holds a Bachelor of Arts from the University of Pittsburgh.