Anthony Welle

CFP®, AFFP®
Sr. Financial Planner

I believe money is a tool, and every dollar should have a purpose. I help clients keep more of what they’ve earned and put it toward the people, experiences, and causes that matter most — rather than losing it to avoidable taxes.

Meet Anthony

Anthony is a Sr. Financial Planner based in Minneapolis, Minnesota. Anthony joined Mercer Advisors in 2026, bringing seven years of wealth management experience — most recently as Founder and Financial Planner at Farmstead Financial. Before that, he served as Financial Planning Specialist at Vector Wealth Management and BerganKDV (now part of Creative Planning). Anthony earned a B.S. in finance from North Dakota State University and holds the CERTIFIED FINANCIAL PLANNER® certification and Agriculture Focused Financial Planning® designation. What motivates him most is seeing the real-world impact that financial planning can have on clients and their families.

His working style

Anthony is a calm, composed team player who serves hard, thinks deeply, and brings thoughtful solutions to complex challenges. Anthony is known for being approachable, dependable, and committed to helping clients navigate complex financial decisions with confidence. He strives to make every client feel heard, supported, and empowered to move forward with their financial plan.

Anthony in real life

What keeps you busy outside of work?

My wife and two kids. I enjoy lake days, golfing, hunting, and spending time with family and friends.

What makes you tick?

I’m motivated by helping people make better financial decisions and seeing the impact of a well-crafted plan. I enjoy solving complex problems, finding tax-efficient strategies, and helping clients use their wealth as a tool to support their goals, families, and values.

Any words you try to live by?

Live as if you will die tomorrow; learn as if you will live forever.

Meet Anthony’s Teammates

At Mercer Advisors, we operate as a unified team. Get to know the teammates Anthony counts on — and how they work together to support you.
John Mowery

John Mowery

Principal

What Anthony Says

John is highly collaborative and values thoughtful discussion. I appreciate his willingness to exchange ideas, challenge assumptions, and work together to help find the best outcome for each client.

Nancy Hughes

Nancy Hughes

Sr. Wealth Advisor

What Anthony Says

Nancy does an excellent job communicating the details that matter. Her ability to provide the full picture helps me develop more thoughtful and comprehensive planning recommendations for our clients.

Evan Bachman

Evan Bachman

Wealth Advisor

What Anthony Says

Evan is a great partner who is always willing to collaborate and lend a hand. His team-first mindset and openness to working through challenges together make him a valuable resource for both colleagues and clients.

Ready to learn more?

Mercer Advisors Team