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

Trustee Services
Specialty Solutions
Working Together
We believe in meeting you where you are.
Our Team

Our Advisory Team
More than 360+ advisors to choose from.

Engaging Us

Wealth Stages
White-glove service, tailored to your needs.
Our Locations

Full-service wealth management where you are.

See All Locations

Find a Location Near You

Zip Code
Sharing Knowledge
Browse insights and podcasts from our advisors and specialists.
Insights
Articles, market commentary, and resources to support your financial journey – from investing to retirement and beyond.

Market Commentary
Financial Planning
Investment Management
Retirement
Tax Planning
Estate Planning
Insurance Solutions
Family & Health
Webinars
Podcasts
Subscribe
The Latest Insights
Understanding Charitable Remainder Trusts
Learn about the different types of CRTS and how they can help with retirement, tax, and estate planning, and charitable giving.

Contact
Login

Search Results

Notice at Collection

April 26, 2024

Notice at Collection of California Consumers’ Personal Information If you are a person residing in California, then you (“You” and “Your”) are a California consumer,

California Consumer Privacy Policy

January 6, 2020

Mercer Advisors’ California Consumer Privacy Policy Last Updated: April 24, 2025 If you are a person residing in California, then you (“You” and “Your”) are

What’s Available at Mercer Advisors Family Office

February 6, 2025

Explore More

A financial advisor working with a client on their social security benefits

Insights

Will My Social Security Benefits Be Taxed?

August 4, 2025

Insights

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

July 29, 2025

Retirement

4 Social Security Mistakes That Could Derail Your Retirement

July 22, 2025

Continue Browsing

Relocating in Retirement
Locations
Primary Breadwinner

Mercer Advisors

Let’s Talk

888.920.1320

Quick Links
Client Resources
Corporate Information
Mercer Advisors for Your Organization
- Endowment & Foundation Services

X (Twitter)LInkedIn Facebook Instagram RSS

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.

Privacy & Security
Firm Brochure Adv Part 2A
Form CRS
Personal Information Collected
Your California Privacy Choices

Click here to connect with our team Connect with our team

Almost done! Almost done!

Request received. Request received.

How would you like to connect?

To explore if Mercer Advisors is a good fit for you, the next step is a short conversation with one of our team members. Please select a way we can get in touch.

Call Me Soon

Our team will call you soon to discuss your wealth management needs and answer your questions.

Schedule a Call

Select a date and time that works with your schedule.

Schedule Now →

Let’s get started.

First, fill out the form below. Next, our team will call you.

1

We'd love to get to know a little about you.

First Name

Last Name

Phone Number

2

What would you like your advisor to help you with? (Select all that apply) (Optional)

Financial PlanningStrategic Tax PlanningInvestment ManagementEstate PlanningRetirement PlanningOther

3

Why are you looking for an advisor now? (Select all that apply) (Optional)

Family / Health SituationProfessional ChangeFinancial WindfallUnhappy With Advisor(s)Getting OrganizedNot Sure

4

Great! Do you work with a financial advisor today? (Optional)

Yes, but need a changeYes, but have too manyNo, but I had oneNo, never worked with one

5

When would you like to improve your financial strategy? (Optional)

As soon as possible.Within 3-6 months.Within the next year.No specific time frame.

6

Almost there! How much do you have saved in cash and investments? (Optional)

E.g., brokerage accounts (e.g., stocks, ETFs), savings, checking, CDs, 401(k), IRA, 403(b)

Less than $300,000$300,000+$1 Million+$3 Million+$10 Million+ $30 Million+

7

One last question as we wrap up! (Optional)

Anything else you’d like us to know before you speak with an advisor?

By submitting this information, you are selecting to receive promotional communications from the Mercer Advisors team. If you are a California resident and interested in learning more about personal information we may collect, please click here.

reCAPTCHA helps prevent automated form spam.

The submit button will be disabled until you complete the CAPTCHA.

← Back

Three quick steps to schedule a call with our team.

Prefer to call us?

888.920.1320

For Individuals:

Tax Planning

Tax Planning

For Businesses & Nonprofits:

Endowments & Foundations

Endowments & Foundations

Locations
Advisory Team Directory

Locations
Advisory Team Directory

Insights
Newsroom

Insights
Newsroom

Partner With Us

Partner With Us

Careers

Careers

Mercer Advisors Client Portal
Investment Accounts
Financial Planning Portal

Mercer Advisors Client Portal
Investment Accounts
Financial Planning Portal

Client Relationship Summary

Client Relationship Summary

Core Solutions

Specialty Solutions

Our Team

Engaging Us

Our Locations

Understanding Charitable Remainder Trusts

Search Results

Search Results

Retirement

Women & Wealth

Notice at Collection

Tax Planning & Preparation

California Consumer Privacy Policy

Terms & Conditions

Cookie Policy

LGBTQ+

Women Business Owners

What’s Available at Mercer Advisors Family Office

Family Office

Dual Career Families

Explore More

Will My Social Security Benefits Be Taxed?

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

4 Social Security Mistakes That Could Derail Your Retirement

How would you like to connect?

Call Me Soon

Schedule a Call

Let’s get started.

1

2

3

4

5

6

7