Mercer Advisors
Sharing Knowledge

Asset Protection

Financial Planning Guide

Investing in Horses: Risks, Returns, and How to Integrate Equine Assets Into Your Wealth Plan

A practical guide to investing in horses including risks costs liquidity and how equine assets fit into a long-term wealth plan.

Family & Health Guide

A Guide for Widows and Widowers: Your Financial Care Package

A care package to help empower you to embrace your future, while honoring your loved one’s legacy.

Financial Planning Guide

Divorced, Not Derailed: Your Roadmap to Economic Freedom™

Learn how a financial advisor can advocate for your financial future and relieve the burden of stress related to your divorce.

Trustee Services Article

What Is a Trust and When Do You Need One for Your Estate Plan?

Learn the basics of trusts, including revocable and irrevocable options, and discover when establishing a trust makes sense for your comprehensive wealth plan.

Two woman business owners planning
Women & Wealth Article

Exit Planning for Women Business Owners

Guidance for women business owners approaching a sale — covering exit strategy, tax planning, succession, and life after a liquidity event.

A senior couple using a laptop and going over paperwork in the garden at home.
Estate Planning Article

Using Retirement Trusts to Protect and Transfer IRAs

Learn how retirement trusts can protect IRAs, manage RMDs, and transfer assets under SECURE Act rules.

A couple using their retirement trust to protect their IRA
Estate Planning Article

Using Retirement Trusts to Protect and Transfer IRAs

Learn how retirement trusts can protect IRAs, manage RMDs, and transfer assets under SECURE Act rules.

A couple with umbrella insurance
Insurance Solutions Article

Personal Umbrella Insurance: FAQs to Help Protect Your Wealth

Umbrella insurance provides added liability protection beyond home and auto coverage. Learn who should consider it and how much coverage may be appropriate.

A couple talking with a wealth advisor about mistakes
Financial Planning Article

The 7 Most Common Wealth Management Mistakes — and How to Avoid Them

Learn the seven most common wealth management mistakes and how a fiduciary advisor can help align investing, tax strategies, retirement income, and estate planning.

Financial Planning Webinar

Insurance Check In: Tips for Reviewing Existing Coverage

Learn how insurance protects your financial plan, from life and long-term care to property, liability, and coverage reviews as risks and life events change.

A couple looking at art
Estate Planning Article

Estate Planning: Protecting Tangible Assets and Collectibles

Learn how estate planning as part of financial planning can help protect tangible assets, collectibles, and heirlooms while supporting tax efficiency and long‑term legacy goals.

People discussing federal tax brackets
Financial Planning Article

New 2026 Federal Tax Brackets: What This Means for Your Taxes

The IRS has released new federal tax brackets. Learn about tax rates, inflation adjustments, and how this could impact your returns.

A creative working a job
Professions Article

Why Creatives Need Estate Planning: Tips for Protecting Your Assets

Explore smart strategies like trusts, asset protection, and tax-saving tools to secure your financial future.

About Mercer Advisors

We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.

Explore Our Solutions

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Tax Planning & Preparation
Insurance Solutions
Investment Management
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