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We exist so that you don’t have to worry about money.
- A Family Office For Your Family
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  - 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.
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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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Is a Roth IRA Conversion Right for You? Key Factors to Consider

Using a Charitable Remainder Trust to Re-Stretch Inherited IRAs

New Rules for QCDs and IRA Contributions

Is Your IRA Provider Discontinuing Accounts: Understand Your 3 Options

Direct Real Estate in an IRA – the Pros and Cons

Countdown To TCJA Expiration: Tax Strategies for 2024 and Beyond Webinar

IRA Insights: Roth vs. Traditional

Give Your Teen a Financial Head Start with a Roth IRA

The Hidden Hazards of Inheriting an IRA: Why Beneficiaries may Face More Harm than Good

Patricia Murphy Hirata

Your Guide to 529 Plan–to–Roth IRA Rollovers

Is a Roth IRA Right for You?

Explore More

How Each Generation Gives: Optimizing Fundraising Across Donor Groups

Investing Amid the U.S.-China Trade War: Insights From Our CIO

How to Build an Investment Plan for Different Life Stages

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