Mercer Advisors
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Building Wealth

Women & Wealth Article

What Financial Independence for Women Business Owners Really Means

Women business owners increasingly prioritize flexibility and independence. Learn how liquidity buffers, exit readiness, and coordinated planning can help.

Family having conversation wiht advisor.
Financial Planning Article

A Family Office for Your Family: A Wealth Tradition Within Reach

The sophisticated, time-tested family office approach used by many ultra-high-net-worth individuals to help manage their financial lives is now accessible to more families.

Financial Planning Article

What Is a Fiduciary Financial Advisor?

A fiduciary financial advisor is legally bound to act in your best interest. Learn what fiduciary duty means, how to verify status, and why fee-based matters.

Financial Planning Article

What Comprehensive Financial Planning Can Do for You

Learn what comprehensive financial planning is and how connecting cash flow, taxes, investments, retirement, estate, and insurance can help you reach your goals.

Tax Planning Article

How Much Money Do You Need To Work With a Wealth Manager?

Firm minimums vary widely, but a better question may be whether your financial complexity warrants professional coordination.

Retirement Article

Connecting the Dots on Your Retirement Plan

Learn how a structured three-part approach to retirement income planning can help you protect the wealth you’ve built and achieve financial independence.

man meeting with a financial advisor in office, shaking hands
What Clients Ask Article

Questions to Ask When Choosing a Financial Advisor

Discover the essential questions to ask when choosing a financial advisor — covering fiduciary duty, compensation models, and team approach.

Couple talking about finances.
Retirement Article

The DINK Financial Advantage: Building Wealth Together

Dual income, no kids (DINK) couples have a rare financial window. From backdoor Roth IRAs to early retirement, discover strategies to help protect and grow your wealth.

Team having a discussion in a meeting
Tax Planning Article

Taxes and Wealth Management: Better Together With a Unified Team

Our integrated tax and wealth management teams work together year-round, delivering coordinated planning that helps reduce surprises and tax liability.

Man woman discussing retirement plan
Retirement Article

Smart Strategies to Retire Early: Beyond the FIRE Movement

Learn how you could retire early with the Retire Sooner method. Discover why financial independence goes beyond the FIRE movement’s extreme frugality.

Insurance Solutions Article

One Team, One Plan, One Vision: Integrated Insurance Planning

Discover how integrated insurance planning coordinated across your investments, taxes, and estate plan can help protect and preserve your wealth.

Family at Daughter's Graduation
Financial Planning Article

529 Plan Leftover Funds: Your Options Explained

A 529 surplus after graduation gives families more options than most people realize, including Roth IRA rollovers, estate planning, and multigenerational education savings.

Man monitoring assets on computer screen
Investment Management Article

Using Stock Swaps to Exercise Employee Stock Options

Learn how stock swaps (pyramiding) may offer a tax-efficient way to exercise employee stock options, manage cash flow, and optimize your equity compensation.

FAQs
Women & Wealth FAQ

What’s the difference between business growth and financial independence?

See the answer
Women & Wealth FAQ

How does a coordinated advisory team compare to managing finances alone?

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Women & Wealth FAQ

How do I access financial planning for business owners?

See the answer
Women & Wealth FAQ

Where can I find a wealth advisor for women business owners?

See the answer
Women & Wealth FAQ

Do I need an exit plan if I’m not planning to sell my business soon?

See the answer
Women & Wealth FAQ

Should I build personal savings outside my business?

See the answer
Women & Wealth FAQ

What are liquidity buffers and how do they help women entrepreneurs?

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Women & Wealth FAQ

What does financial independence for women business owners mean?

See the answer

Further Learning

Work & Business Guide

The Tech Founder Preliquidity Planning Timeline: A Five-Year Playbook

A five-year preliquidity planning road map for tech founders covering QSBS stacking, trust structures, state residency, 10b5-1 plans, and diversification.

Trustee Services On-Demand Webinar

Navigating Medicare: Your 2027 Open Enrollment Playbook

Mercer Advisors Colin Day and Chapter’s Ari Parker break down Medicare’s 2027 updates, enrollment steps, and key decisions for retirees.

Listen
Family & Health Podcast

Episode 528 – Financial Considerations When a Baby is on the Way

A practical guide to the financial moves expectant parents should make before baby arrives, from liquidity and insurance to tax credits, 529s, and estate planning.

Investment Management Article

The 2026 Midterm Elections and Why Politics and Investing Still Don’t Mix

Many investors have a mistaken instinct that a shift in the balance of power on Capitol Hill will have obvious and significant impacts on one’s portfolio.

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

Financial Planning
Estate Planning
Tax Planning & Preparation
Insurance Solutions
Investment Management
Trustee Services

Want to learn more about Mercer Advisors?

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