Mercer Advisors
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Financial Independence

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.

Women & Wealth Article

Beyond Business Growth: Wealth Planning for Women Founders

Many women founders face a three-way financial pull. Learn how to help protect personal wealth, optimize taxes, and plan your business exit — all at once.

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.

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.

Women & Wealth Article

Risk, Control, and Clarity: Smart Investing for Women

Explore how affluent women define smart investing. We offer advanced strategies for risk management, tax optimization, and legacy planning.

What Clients Ask Article

Why One Team Can Simplify Your Financial Life

Mercer Advisors brings wealth planning, investment management, taxes, estate, and retirement under one coordinated team for integrated and aligned financial outcomes.

Retirement Article

Prepare Today To Help Avoid Working in Retirement Tomorrow

Learn how to overcome the fear of working in retirement. Explore strategies for income stability, healthcare costs, and debt management with Mercer Advisors.

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?

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Women & Wealth FAQ

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

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Women & Wealth FAQ

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

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Women & Wealth FAQ

Should I build personal savings outside my business?

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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?

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Further Learning

Older Couple Talking to Younger Woman
Retirement Article

What Are QLACs and Who Should Consider One?

Here is how qualified longevity annuity contracts (QLACs) work, the current rules, and when one might make sense for your retirement income plan.

Estate Planning Article

Lifetime Gift Tax Exemption: Why Using It Now Could Offer Advantages Over Waiting

For taxable estates, using your lifetime exemption now can shelter future growth from estate tax. See how timing, trusts, and GST planning may shape the outcome.

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.

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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