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Courtney Foley

Retirement Specialist

cfoley@merceradvisors.com

Courtney started her career in the financial services industry in 2002 where she discovered a passion for educating and assisting clients in reaching their retirement goals. Courtney’s adaptive nature allows her to tackle every situation with a calm and collected manner while providing excellent service to her clients. Courtney grew up in a suburb of Columbus, Ohio and went on to earn a Bachelor’s of Art in Sociology from The Ohio State University. Outside of the office Courtney enjoys spending time with her family of four, reading, and volunteering for a variety of causes through VolunteerMatch.

Columbus

600 N. Cleveland Avenue
Suite 140
Westerville, Ohio 43082

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All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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