Unbiased Insurance Advice as Part of a Comprehensive Financial Plan

We Make Insurance Easy

Insurance is a critical — and sometimes overlooked — component of a unified and integrated financial plan. That’s why we make it integral to our end-to-end wealth management approach.

At Mercer Advisors, we take a fiduciary approach to insurance planning. Our comprehensive financial planning identifies gaps that our specialized insurance guidance helps you close.*

Ready to learn more about Mercer Advisors insurance solutions? Connect with our team today.

Making Sure Your Coverage Keeps Up with Your Assets

You and your wealth advisor have worked hard to build a personalized financial plan for growing your assets and achieving your long-term goals. How you choose to protect those assets and diversify your wealth accumulation should be just as strategic.


  • Property & casualty
  • Life
  • Natural disaster
  • Disability
  • Long-term care
  • Annuities

* Mercer Global Advisors has a related insurance agency. Mercer Advisors Insurance Services, LLC (MAIS) is a wholly owned subsidiary of Mercer Advisors Inc. Employees of Mercer Global Advisors serve as officers of MAIS. MAIS provides individual life, disability, long term care coverage, and property and casualty coverage through various insurance companies. For Mercer Global Advisors clients who wish to purchase insurance products, MAIS has entered into a non-exclusive referral agreement with Strategic Partner(s), where the Strategic Partner will provide necessary services relative to the marketing, placement, and servicing of the insurance products, including without limitation preparing and presenting illustrations, supporting the underwriting process, assisting with the completion and execution of applications, delivering policies, and servicing in-force business. MAIS and the Strategic Partner will be listed as either “agents” or “co-agents” on the policies. While Mercer Global Advisors does not receive a referral fee, Strategic Partner receives a percentage of the commission revenue. MAIS and Strategic Partner do have a referral fee sharing agreement.

What You can Expect From our Insurance Specialists

Ready to find the right mix of coverage?