Wealth Advisor
CFP®, RICP®, CRPC®
SSnider@merceradvisors.com
Scott gets his professional fulfillment from advising his clients on how to connect their financial situation to their everyday life, allowing the individuals and families he serves to optimize their wealth in a way that is meaningful to them. Scott is dedicated to serving those who are at or nearing retirement. This means his clients understand the nest egg number they need to retire on without running out of money. An entrepreneur at his core – having owned an advisory firm before joining Mercer Advisors – Scott specializes in working with small business owners and executives who would rather keep more of what they earn and give less to Uncle Sam. Scott earned his bachelor’s in finance from Miami University (OH). He has been quoted in such publications as Market Watch, The Washington Post, Investment News, and Money Magazine. Scott and his wife enjoy spending their spare time with their 3 girls. Whether it be traveling or sports, they keep an active lifestyle. Basketball, tennis, and pickleball are among his favorite activities.
Learn more about connecting the dots of your financial life.
All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through select third parties unrelated to Mercer Advisors. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Terms & Conditions | Privacy and Security Center | Firm Brochure Adv Part 2A | Form CRS.
©2024 Mercer Global Advisors Inc. All rights reserved.