We exist so that you don’t have to worry about money.
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of planners, investors, accountants, and estate specialists that designs — and executes — your financial plan.
who is focused on serving you, not on finding new clients.
that is tailored specifically for you, and managed by a team of 100+ investment professionals (not just one advisor).
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We connect the dots of your financial life by unifying financial planning, investment management, tax, estate, insurance, and more.
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The lifetime gift tax exemption is at an all-time high until at least 2026, so it is may be time to consider new gifting strategies
Vice President, FP&A
CJohnson@merceradvisors.com
May 17, 2024
May 16, 2024
May 15, 2024
