Due to COVID-19, our physical offices are temporarily closed and employees are working remotely. We are still able to provide you with timely advice. If you would like to speak with an advisor please reach out via phone or online. For more information navigating these recent events, please visit our resource page.
At Mercer Advisors, we 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. Your fiduciary advisor, (many times a CERTIFIED FINANCIAL PLANNER™ professional) has intimate knowledge of your financial goals and wealth management issues from working with you and can provide a complete picture of how taxes impact your financial plan.Talk To Us
This complete picture is ongoing throughout the year:
Taxes should be an integral part of your financial planning discussion. It’s not what you earn but what you keep that matters. Minimizing taxes is essential to protecting your lifestyle, longevity, and legacy. We set you on a path to keep more of your wealth and watch it grow.
With tax professionals coast to coast, our CPAs or tax advisors have dealt with a wide variety of tax scenarios across all states. We are well-equipped to help you with your state and federal taxes and provide strategies to assist you with a range of tax issues that may occur – we know the tax rules so you don’t have to.Contact Us
Tax preparation and tax filing are a separate fee from our investment management and planning services.