Mercer Advisors

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A Family Office for Your Family

We’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.

Your Team

A unified in-house team

of advisors, planners, investors, accountants, and estate strategists that designs – and executes – your financial plan

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Your Person

A hand-picked advisor

who is focused on serving you, not on finding new clients

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Your Portfolio

An institutional-grade portfolio

personalized to you and managed by a team of 100+ investment professionals, not just one advisor

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Your Firm

A boutique fiduciary with national strength

that combines intimate service and sophisticated capability, and only acts in your best interest

 

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Mercer Advisors’ team of experienced financial advisors, CPAs, investment professionals, and estate strategists work together to provide comprehensive and personalized advice to clients. As one of the largest, and fastest growing advisory firms, we are dedicated to guiding clients through all life stages, offering personal financial advice tailored to their unique needs at their specific life stage. Mercer Advisors provides experience that spans the scope of your financial journey, whether you need general financial planning or tax help, advice for key life events or decisions such as inheritance management, or ways to maximize your retirement savings.

Ready to learn more about Mercer Advisors?

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