Wealth Advisor
CFP®, CSRIC®
dwerle@merceradvisors.com
Dave has been working since 2006 to help people understand their finances and create paths to meet their money and life goals. He has a passion for financial literacy as a means to help reduce the uncertainty and stress families often experience around their finances. He especially enjoys helping investors align their investments with their personal values through sustainable, responsible, and impact investing strategies. In addition to his certification as a CERTIFIED FINANCIAL PLANNER™ practitioner, Dave was one of the first advisors in North Carolina to earn the credential of Chartered SRI Counselor™ for expertise in sustainable and responsible investing. He was a founding member of the Raymond James Sustainable Investing Advisory Council and led the Investment Committee at his previous firm, Starks Financial Group.
Learn more about connecting the dots of your financial life.
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 select third parties unrelated to Mercer Advisors. 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.
Terms & Conditions | Privacy and Security Center | Firm Brochure Adv Part 2A | Form CRS.
©2024 Mercer Global Advisors Inc. All rights reserved.