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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Working Together
We believe in meeting you where you are.
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Our Advisory Team
More than 350 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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Articles, market commentary, and resources to support your financial journey – from investing to retirement and beyond.

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What to expect when working with a Mercer Advisors financial planner

Financial Planning

August 29, 2019

Holistic Financial Planning Let’s Talk Financial planning is the foundation for your entire financial journey. It connects all the components of a comprehensive wealth management

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July 17, 2018

You Work Hard for Your Clients. Let’s Talk Partner with Us and We’ll Work Hard for You. You put a lot into building your RIA.

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July 5, 2018

Privacy Policy Effective as of February 10, 2023 At Mercer Global Advisors, Inc. (“Mercer Advisors”), our most valuable asset is the relationship we have with

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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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For Individuals:

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