Holistic Financial Planning

What to expect when working with a Mercer Advisors financial planner

Mercer Advisors financial services range from developing a financial plan to investing your money to tax planning and return preparation, estate planning, retirement planning, and more. Whatever your financial situation, our advisors are professionally equipped to handle your personal finances to help you attain your Economic Freedom^TM.

A financial advisor provides advice on your investments, such as retirement accounts, estate, taxes, and children’s education plans. Here are a few examples of financial planning services that may be included when working with Mercer Advisors:

• Investment management: Investing your life’s savings is serious business. We believe investing is a means to an end, and it all starts with your financial plan. We believe high-quality financial planning services are a prerequisite to a successful investing experience. Our factor-based investment philosophy is based on academic research.
• Estate planning: From foundational estate planning basics to intricate planning issues such as complex assets (a business), complicated family situations (you and your spouse have children from a previous marriage), or other circumstances (special needs or medical issues), our estate planning attorneys work in concert with our advisors to help you prepare for countless life scenarios.
• Tax planning: When you work with an accountant to prepare your taxes, or if you file your tax return yourself, you look at the past year and how your finances were impacted. Mercer Advisors takes a proactive approach to tax planning to help you better understand what your tax situation may look like in the future and how the decisions you make today can affect your future wealth.