Head of Wealth Solutions
Jeremiah Barlow is the Head of Family Wealth Services, leading the centralized, advanced planning teams at Mercer Advisors, including estate planning, tax planning & preparation, insurance solutions, financial planning, and trust services. These teams allow Mercer Advisors to provide holistic financial planning to our clients. The team consists of a national team of professionals, including attorneys, CPAs, accountants, insurance specialists, trust professionals and CFP® professionals. As a knowledgeable thought leader, Jeremiah is regularly interviewed by the news media and financial press on a variety of estate, tax and industry-related matters. He’s frequently interviewed by The Wall Street Journal, Bloomberg, HerMoney, HuffPost, Kiplinger and a variety of other media outlets.
Prior to joining Mercer Advisors, Jeremiah owned a law practice focused on estate planning. He earned his Political Science degree from the University of Nevada, and his Juris Doctor from Western Michigan University. Jeremiah lives in Santa Barbara with his wife and sons.