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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

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Working Together
We believe in meeting you where you are.
Our Team

Our Advisory Team
More than 450+ advisors to choose from.

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White-glove service, tailored to your needs.
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Full-service wealth management where you are.

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Retirement

Retirement Tax Planning: Your Lowest-Tax Window May Be Open

Oct. 6, 2026

Insurance Solutions

Medicare Covers a Lot. It Doesn’t Cover Long-Term Care.

Oct. 1, 2026

Women & Wealth

Women & Wealth: Navigating Life’s Financial Transitions

Sept. 30, 2026

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May 20, 2026

Can lifetime trusts protect assets from divorce or creditors?

May 20, 2026

What is a Certified Divorce Financial Analyst (CDFA®)?

May 20, 2026

What is Economic Freedom™ in the context of divorce?

May 20, 2026

What financial documents do I need to gather before divorce?

May 20, 2026

Should I hire a financial advisor before filing for divorce?

May 20, 2026

Should I keep the marital home after divorce?

May 20, 2026

Should I update my beneficiary designations immediately after divorce?

May 20, 2026

Where can I find help coordinating all the professionals involved in my divorce?

May 20, 2026

Where do I get health insurance coverage after divorce if I was on my spouse’s plan?

May 20, 2026

Where can I get help understanding the tax implications of my divorce settlement?

May 20, 2026

Where should I start if I’m already divorced but need help organizing my finances?

May 20, 2026

Attorney or financial advisor: who should I hire first for divorce?

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Where do I get health insurance coverage after divorce if I was on my spouse’s plan?
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“Mercer Advisors” is a brand name used by several affiliated legal entities owned by Mercer Advisors, Inc., including, Mercer Global Advisors, Inc., an SEC registered investment adviser providing investment advisory and family office services; Mercer Advisors Private Asset Management, Inc., an SEC registered investment adviser providing discretionary investment management services to affiliated private funds; Mercer Advisors Tax Services LLC, a tax services and accounting firm; Heim, Young and Associates, Inc., (MA Brokerage Solutions) a broker/dealer, member FINRA/SIPC; and Mercer Advisors Insurance Services LLC, (MAIS) an insurance agency. 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. 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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