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.
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We connect the dots of your financial life by unifying financial planning, investment management, tax, estate, insurance, and more.
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October 29, 2020

Citywire on how our new Insurance offering makes Mercer Advisors a one-stop family office.

October 28, 2020

Mercer Advisors’ Adds Insurance Solution to Full-Service Wealth Management Services

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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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Early Retirement: Essential Considerations for Covering the Health Insurance Gap

Insurance Solutions

Preparing for the Unthinkable: Understanding Long-Term Care Insurance

Does Your Insurance Coverage Measure up to Your Net Worth?

Connecting the Dots on Your Insurance Plan

Why Life Insurance Matters: A Personal Story

Citywire on how our new Insurance offering makes Mercer Advisors a one-stop family office.

Citywire on how our new Insurance offering makes Mercer Advisors a one-stop family office.

Mercer Advisors’ Adds Insurance Solution to Full-Service Wealth Management Services

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Personal Finance 101: 7 Tips

How To Optimize 403(b) and 457(b) Retirement Benefits

Q3 Market Outlook: Navigating Tariffs, U.S. Debt, and Market Stress

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