Olivia Peters

Olivia is passionate about helping individuals and families achieve their financial goals with clarity and confidence. She believes that every client’s journey is unique and that understanding their values, circumstances, and concerns is essential to building a meaningful and effective financial plan.

Specializing in ultra-high-net-worth families, Olivia guides clients through the complex decisions and challenges that come with significant wealth. Known for her exceptional communication skills, she simplifies complex financial concepts and delivers advice that is both relevant and relatable. Her client-centric approach emphasizes education and empowerment, helping clients make informed decisions and feel secure about their financial future.

Olivia began her career in financial services in 2010 and joined Mercer Advisors in 2023. Her previous experience includes roles at RMR Wealth Advisors, U.S. Bank, and J.P. Morgan. She is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Private Wealth Advisor® practitioner. Olivia earned her Bachelor of Arts from Wheaton College in Illinois.

A native Wisconsin, Olivia enjoys life outdoors whenever the weather allows. During the colder months, she keeps busy with creative pursuits like quilting, knitting, macramé, and stained glass. Most of all, she enjoys spending quality time with her family.