Mercer Advisors
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Financial Independence

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.

Women & Wealth Article

5 Smart Tax Tips for Widows

Explore five smart tax tips for widows — filing status, inherited assets, capital gains, and RMDs — with guidance to help secure your financial future.

Women & Wealth Article

Financial Independence for Women: A Long-Term Plan

A Women & Wealth outline to financial independence, covering planning, investing, retirement, tax, and estate strategies to build confidence at every stage of life. 

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.

FAQs
Financial Planning FAQ

How does using a CFP® professional compare to managing finances on my own?

See the answer
Financial Planning FAQ

Where can I find a financial advisor to help me build a financial plan?

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Financial Planning FAQ

Do I need a comprehensive financial plan if I already have investments?

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Financial Planning FAQ

How does a wealth advisor help me create a financial plan?

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Financial Planning FAQ

What are the key components of a financial plan?

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Financial Planning FAQ

What is comprehensive financial planning?

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Retirement FAQ

What is the Rule of 55?

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Tax Planning FAQ

What is the difference between a wealth manager and a wealth advisor?

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Further Learning

Tax Planning Article

Before You Sell Your Home, Consider This Tax Strategy

Converting your home to a short-term rental before you sell can pair a cost segregation study with the Section 121 exclusion. Here’s how it works.

Investment Management Article

Insights from Our CIO: Diversify Broadly, Both Across and Within Global Asset Classes

The economic science behind why diversifying broadly across and within global asset classes is a core investing principle at Mercer Advisors.

Listen
Retirement Podcast

Episode 527 – Trump Accounts

Bryan Strike joins us to explain Trump Accounts: eligibility, the $1,000 seed, contribution limits, and how they compare to 529 plans for kids’ futures.

Ship in canal
Market Commentary Article

Insights From Our CIO: The Iran War’s Impact on Markets Six Months In

CIO Don Calcagni shares an overview of how long-term investors should view the Iran war after six months.

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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