Professions

Wealth Management Strategies for Professionals

Nothing in your financial life happens in a vacuum. Your income, taxes, investments, insurance policies, and more are all impacted by your family, location, and, perhaps most of all, your job. Each profession comes with special wealth management needs.

Mercer Advisors has deep sector-specific experience. Discover how we can tailor a wealth management plan to the specific needs and circumstances of your profession.

What’s Your Profession?

Not seeing your industry or profession listed? It’s likely we have an advisor who works with clients who do what you do. Let’s talk.

Business Owners

The lines between personal and professional blur when you own your own business. We have advisors to help you sort it out.

Corporate Executives

Concentrated stock positions and complex compensation structures are just a couple of the topics addressed with our comprehensive wealth management.

Physicians

Our advisors have experience addressing the wealth management issues physicians often face—including income volatility, practice ownership, asset protection, and more.

Dentists

Practice ownership, equipment investing, transition planning, and more. We can build you a wealth management program that addresses all of it.

Federal Employees

Retirement planning, TSP strategies, pension optimization, and more. We help federal employees build a financial plan tailored to their unique benefits and goals.

Tech Professionals

Equity compensation, tax planning, career transitions, and more. We create personalized strategies to help tech professionals grow and protect their wealth.

Artists & Entertainers

Financial planning for artists, entertainers, and creatives navigating unpredictable income, royalties, and long-term wealth preservation.

Professional Investors

Portfolio strategy, tax efficiency, risk management, and more. We partner with professional investors to help optimize and align their wealth with long-term goals.

Professional Athletes

Cash flow planning, contract transitions, tax strategy, and more. We help professional athletes manage wealth, protect assets, and plan for life beyond the game.

Higher Education

Retirement planning, tax strategy, and investment guidance tailored to university professionals helping to navigate structured benefits and long-term financial goals.

Ready for an advisor who has worked with others in your profession?