Joseph Young

Meet Joe

Joe is a Managing Partner based in McLean, Virginia. He joined Mercer Advisors in 2015 after serving 10 years at
Merill Lynch Wealth Management as a Sr. Financial Advisor. As Managing Partner for the mid-Atlantic markets,
he oversees six wealth management offices and serves as a member of both the senior leadership team and the
Mercer Advisors investment committee. Joe has been guiding clients through a complex financial world to help ensure their Economic Freedom™ for more than 20 years. Joe earned a M.S. degree in finance and MBA in business
management, both from Johns Hopkins University, and a B.A. degree in business administration from the University
of Lynchburg. He is also a CERTIFIED FINANCIAL PLANNER® professional.

Joe’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, Joe has focused experience in these areas:

Planning for retirement, from high-earning years to long-term income strategies
Multi-generational planning that aligns with your values and minimizes tax impact
Guiding clients through living in retirement with steady income and smart planning
Concentrated stock positions that require strategic diversification and tax efficiency
For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity

His working style

Joe is known for asking targeted questions that uncover the qualitative and quantitative inputs necessary to define relationship goals and objectives.

Joe in real life

What keeps you busy outside of work?

Most of my free time is spent with my wife and three children who are all very active with sports outside of school.

Why do you like working at Mercer Advisors?

Because Mercer Advisors focuses on the client to solve for specific financial objectives while leveraging the deep subject matter expertise representative of our service model.

How do you give back?

I stay active in our community serving as treasurer to our children’s school and coaching lacrosse for my son and daughter.

Career highlights

Joined Mercer Advisors in 2015

Named as Forbes Best-in-State (VA) Wealth Advisor in 2026, 2025, and 2024

Named to AdvisorHub 100 Advisors to Watch (Over $1B) in 2023

Served as Sr. Financial Advisor at Merrill Lynch Wealth Management for more than 10 years

Shareholder

Education

MBA, Business Management, Johns Hopkins University

M.S., Finance (MSF), Johns Hopkins University

B.A., Business Administration, University of Lynchburg

Existing Client Inquiries

Contact Joe directly

Forbes: Joseph Young – Mercer Advisors

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm evaluates best practices, such as service models, investing models, compliance records as well as revenue trends, assets under management and industry experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.

AdvisorHub: 100 Advisors to Watch – Over $1B – 2023

AdvisorHub Advisors to Watch, 2023 over $1 Billion: Nominees were required to have a minimum of seven years experience, $150m minimum in AUM, and a clean regulatory record. Advisors were ranked on the 1.) size and makeup of their practice; 2.) year-over-year growth; 3.) and professionalism. Participation in this ranking is open to any firm or advisor and there are no fees for participation.

Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology. No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.

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