One Team for All Your Needs
We simplify the complex. Your dedicated advisor works with a team of specialists who understand NVIDIA’s compensation structure inside and out. Together, we coordinate your RSUs, ESPP, 401(k), and long-term goals so every part of your financial life moves in sync.
Because when your benefits work together, your future gets clearer.
How Mercer Advisors Helps NVIDIA Employees
We work with Nvidians to help simplify and optimize every piece of their financial picture. From RSU diversification and ESPP strategy to long-term planning for sabbaticals or early retirement, we help you plan for all your needs and stay ahead of what’s next.
Specialized Services for Nvidians
- RSU Tax Forecasting by Vest Date: Plan for quarterly RSU vests and tax withholding gaps.
- ESPP Lookback & Sale Timing Strategy: Maximize NVIDIA’s 15% discount with tax-smart sale timing.
- Mega Backdoor Roth via NVIDIA 401(k): Set up after-tax contributions and in-plan Roth conversions.
- QVV-Based Diversification Planning: Rebalance NVDA exposure based on vesting value and timing.
- Blackout Period Liquidity Planning: Prepare for trading restrictions with smart cash flow buffers.
- RSU Refresh & Promotion Modeling: Forecast equity impact of level-ups or new RSU grants.
- NVDA Overconcentration Risk Analysis: Stress test portfolios with heavy NVIDIA stock exposure.
- Sabbatical & Early Exit Planning: Model income and benefits for 5–10 year career breaks.
Tax preparation and tax filing are a separate fee from our investment management and planning services.
A Family Office for Your Family
We’ve adapted the sophisticated, time-tested strategies used by ultra-high-net-worth individuals to help more families take control of their financial future.
A unified in-house team
of planners, investors, accountants, and estate strategists that designs — and executes — your financial plan.
A hand-picked advisor
who is focused on serving you, not on finding new clients.
An institutional-grade portfolio
personalized to you and managed by a team of 100+ investment professionals, not just one advisor.
A boutique fiduciary with national strength
that combines intimate service and sophisticated capability, and only acts in your best interest.
Mercer Advisors offers the strength of a large national firm with the personal touch you expect from a local office.
Read Reviews from our Clients
Helping families like yours for 40 years and counting.
Frequently Asked Questions
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RSUs typically vest quarterly over 4 years, but refreshers may have different timelines.
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You could, but most Nvidians don’t have the time or tools to track vesting schedules, tax withholding, blackout periods, and diversification strategy all at once. We help you avoid costly mistakes (like surprise tax bills or overconcentration in NVDA stock) and make smarter, more confident decisions with your equity.
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We believe in simple, transparent fees. As a fee-based fiduciary, we can remain focused on doing what’s best for you.
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Yes, if you’re contributing to the after-tax 401(k) and converting to Roth. We’ll help you set it up. This strategy involves multiple steps and can trigger unexpected tax consequences if not executed correctly. We highly recommend that you speak with a financial advisor who understands NVIDIA’s plan structure (like our specialists at Mercer Advisors) and check with your 401(k) plan administrator to help ensure your setup is correct.
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You can’t. We help you plan around blackout windows to avoid liquidity issues.
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Schwab’s Concierge service is a great starting point, and we partner with Schwab as a custodian, so you can keep all your NVIDIA assets there if you choose to work with us. We can complement what Schwab does for you by developing a customized financial plan that incorporates your whole financial life – from tax and estate planning to insurance and more.
Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Mercer Global Advisors, Inc. is engaged, or continues to be engaged, to provide investment advisory services.
*Company statistics as of 5/31/25. Client assets refers to client assets under management (AUM) and client assets under advisement (AUA) as well as assets gained from recent acquisitions where the advisory agreements have been properly assigned to Mercer Global Advisors, but the custodial accounts have yet to be transferred and/or the accounts have yet to be migrated to Mercer Global Advisors’ portfolio management system.
