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.
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Our Advisory Team
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Considerations for a Long-Short Strategy to Manage Capital Gains
Why investors with concentrated positions and large capital gains may want to consider a Long-Short strategy.

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Because we have a comprehensive view of our clients’ assets and financial lives, we can coordinate tax planning across investment, estate, and charitable giving activities to manage — and potentially minimize — their total tax obligations.

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Tax Planning & Preparation

April 22, 2024

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April 10, 2024

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April 3, 2024

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April 3, 2024

Ascend Group

April 18, 2022

Welcome to the Ascend Group Premium Wealth Management Let’s Talk As your net worth grows, you enjoy greater possibilities and face more complex decisions—in managing

Endowment and Foundation Services

June 4, 2021

Endowment and Foundation Services Let’s Talk Helping Endowments and Foundations Achieve Their Mission Endowments and foundations are driven by a mission to help change the

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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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