Meet Harish
Harish is a Sr. Wealth Advisor based in Memphis, Tennessee. He joined Mercer Advisors in 2025 through the acqusition of Vishria Bird Financial Group which he founded in 2018 upon leaving Ameriprise Financial after 30 years. Harish is a CERTIFIED FINANCIAL PLANNER® professional and Accredited Portfolio Management Advisor℠. He holds a M.S. degree in management as well as both undergraduate and master’s degrees in electrical engineering. His career shift was sparked after experiencing significant personal losses during the 1987 market crash, inspiring him to help others build financial resilience.
Harish’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Harish has focused experience in these areas:
- Multi-generational planning that aligns with your values and minimizes tax impact
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Family businesses navigating succession, liquidity, and legacy goals
- Advising physicians with insurance, debt, and investment strategies
- Multi-generational planning that aligns with your values and minimizes tax impact; specializes in working with clients who have dual nationalities like Canada and India, and generational wealth issues they encounter
- Helping tech founders plan through rapid growth and funding events — and what comes after the exit
His working style
Harish is very direct and has a canny ability to get to the heart of the matter, helping ensure clients take actions that are necessary. He is able to communicate well with adult children as well as with seniors.
Harish in real life
Why do you like working at Mercer Advisors?
Harish often tells his clients that they are his hobby. Each client is so unique and presents their own challenges, like solving puzzles.
Any words you try to live by?
Do the right thing always, especially when no one is looking.
How do you give back?
As founding member of a thriving charity whose mission is to make the world a better place for all, not just a few, people. I’ve been involved with it for more than 20 years.
Meet Harish’s Teammates
Robert (Bobby) Bird
Sr. Wealth Advisor
What Harish Says
Bobby and I have worked together on our clients for more than 25 years. He is one of the smartest people I know. He is very detail-oriented, and I am very conceptual. It is a good business marriage. Clients love our often-divergent views.
Neha Pande
Wealth Advisor
What Harish Says
Neha is very calm and consistent in all she does. I have come to rely on her getting things done over many years. She is smart, a CFP® professional, has her MBA, and knows financial planning.
Susy Todd
Sr. Financial Planner
What Harish Says
Every client needs tax strategies. Susy knows tax strategy and she does it with flare. She helps make clients feel good about taxes.
Ready to learn more?
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