Mercer Advisors

Mercer Advisors

Why Mercer Advisors
We exist so that you don’t have to worry about money.
- A Family Office For Your Family
  to help amplify and simplify your financial life — and your family’s future.
  - A Unified In-House Team
    of planners, investors, accountants, and estate specialists that designs — and executes — your financial plan.
  - A Hand-Picked Wealth Advisor
    who is focused on serving you, not on finding new clients.
  - An Institutional-Grade Portfolio
    that is tailored specifically for 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.
Delivering Solutions
We connect the dots of your financial life by unifying financial planning, investment management, tax, estate, insurance, and more.
Core Solutions
Financial Planning
Tax Planning & Preparation
Investment Management
Estate Planning
Insurance Solutions
Trustee Services
Specialty Solutions
Working Together
We believe in meeting you where you are.
Our Team

Our Advisory Team
More than 350 advisors to choose from.

Engaging Us

Wealth Stages
White-glove service, tailored to your needs.
Our Locations

Full-service wealth management where you are.

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Sharing Knowledge
Browse insights and podcasts from our advisors and specialists.
Insights
Articles, market commentary, and resources to support your financial journey – from investing to retirement and beyond.

Market Commentary
Personal Finance
Investing
Retirement
Taxes
Estate Planning
Insurance Protection
Family & Finance
Webinars
Podcasts
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The Latest Insights
5 Questions To Ask Your Wealth Advisor in Volatile Markets
Periods of market turbulence can be a good opportunity to check in with your wealth advisor and here’s 5 topics worth discussing

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Welcome to Rockwall

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Upcoming Events

Tuesday
July 18, 2023

Thursday
July 20, 2023

Tuesday
July 25, 2023

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Meet the Team

Anna Apodaca

Wealth Advisor, Director

Jake Wedemeyer

Wealth Advisor

José Castañeda

José Castañeda

Wealth Advisor

Nicole Mosley

Nicole Mosley

Wealth Advisor

Sam Hume - Wealth Advisor

Sam Hume

Wealth Advisor

Samuel Hussein - Wealth Advisor

Samuel Hussein

Wealth Advisor

Sydney Hacker Image

Sydney Hacker

Wealth Advisor

Derek DeMars

Client Service Specialist

Aleesha Grimes

Manager, Client Service

Joshua DeForest

Josh DeForest

Executive Managing Director

Laura Combs

Executive Managing Director

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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 unaffiliated with 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 a 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.

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What would you like your advisor to help you with? (Select all that apply) (Optional)

Financial PlanningStrategic Tax PlanningInvestment ManagementEstate PlanningRetirement PlanningOther

3

Why are you looking for an advisor now? (Select all that apply) (Optional)

Family / Health SituationProfessional ChangeFinancial WindfallUnhappy With Advisor(s)Getting OrganizedNot Sure

4

Great! Do you work with a financial advisor today? (Optional)

Yes, but need a changeYes, but have too manyNo, but I had oneNo, never worked with one

5

When would you like to improve your financial strategy? (Optional)

As soon as possible.Within 3-6 months.Within the next year.No specific time frame.

6

Almost there! How much do you have saved in cash and investments? (Optional)

E.g., brokerage accounts (e.g., stocks, ETFs), savings, checking, CDs, 401(k), IRA, 403(b)

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How We Work
Wealth Path
Ascend Group

How We Work
Wealth Path
Ascend Group

For Individuals:

Financial Planning
Investment Management
Tax Planning
Estate Planning
Insurance Solutions
Trustee Services

Financial Planning
Investment Management
Tax Planning
Estate Planning
Insurance Solutions
Trustee Services

For Businesses & Nonprofits:

Business Retirement Plans
Endowments & Foundations

Business Retirement Plans
Endowments & Foundations

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Locations
Advisory Team Directory

Find an Advisor
Locations
Advisory Team Directory

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Insights
Podcasts
Newsroom

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Mercer Advisors Client Portal
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Financial Planning Portal

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Mercer Advisors Client Portal
Investment Accounts
Financial Planning Portal

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Client Relationship Summary

Client Relationship Summary