Customized Financial Solutions for Professionals

The intersection of work and wealth brings both challenges and opportunities. Whether you’re selling your business, transitioning to a new role, or part of an IPO or recapitalization, our unified and integrated approach can help you clarify and reach your financial goals.  

Mercer Advisors has almost 40 years of experience working on  wealth management for professionals. Learn how we can help you.

Financial Planning Services for Professionals

Not seeing your business concern listed? It’s likely we have an advisor who works with clients in a similar situation to yours. Let’s talk.  

Selling Your Business

This can be a complex process and often results in a dramatically new chapter of your life. Our advisors help you navigate the process and enjoy your newfound wealth.

Switching Careers

Make a smooth transition into your new career. Our advisors can help close out one chapter and get you started with a financial plan that is right for your new role.

IPOs and Recapitalizations

You can trust our experienced team to help guide you through the financial implications of an IPO or recapitalization. As your company grows, so should your financial plan. 

Ready to meet with an advisor who has worked with professionals like you?