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.


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


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

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