We exist so that you don’t have to worry about money.
to help amplify and simplify your financial life — and your family’s future.
of planners, investors, accountants, and estate specialists that designs — and executes — your financial plan.
who is focused on serving you, not on finding new clients.
that is tailored specifically for you, and managed by a team of 100+ investment professionals (not just one advisor).
legally obligated to always act in your best interest.
We connect the dots of your financial life by unifying financial planning, investment management, tax, estate, insurance, and more.
We believe in meeting you where you are.
More than 290+ professionals to choose from.
70+ offices, nationwide.
Exceptional service, tailored to your needs.
Browse insights and podcasts from our advisors and specialists.
The lifetime gift tax exemption is at an all-time high until at least 2026, so it is may be time to consider new gifting strategies
Sr. Tax Associate
mbolte@merceradvisors.com
May 17, 2024
May 16, 2024
May 15, 2024
