Mercer Advisors
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Financial Independence

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.

A woman working on the family financial plan
Family & Health Article

Becoming the Family Financial Planner: When Leadership Shifts for Women

An empathetic guide for women becoming primary financial decision makers after divorce, inheritance, or a spouse’s illness

woman holding divorce paperwork while speaking to a financial advisor in office
Financial Planning Article

Financial Considerations for Women Navigating Divorce

Divorcing women can sometimes overlook the financial impact of divorce. Find out how you can achieve financial independence.

husband and wife going over their financials
Financial Planning Article

Your Mid-Year Financial Check-In: 5 Tips To Stay on Track

A mid-year financial review is a great way to reconnect with your goals, revisit five key areas of your plan, and make adjustments.

older couple looking at retirement and financial information at the kitchen table
Financial Planning Article

How To Build Retirement Savings Later in Life

Financial setbacks can impact retirement. Plan ahead with strategies to help regain stability for a secure financial future.

two female business professionals walking and talking
Retirement Article

Financial Tips for Women From Women: Helping You Succeed

Learn tips from female wealth advisors who have your best interest at heart for how you can build wealth and financial confidence.

female business professional smiling with her arms folded
Women & Wealth Article

Overcoming Challenges Faced by Female Breadwinners

Being a female breadwinner is easier if you have a solid financial plan. Find out why it’s important to your emotional health as well.

Further Learning

Tax Planning Article

Trump Accounts and Gift Tax: What Parents Need to Know

The IRS established a safe harbor for qualifying Trump Account contributions — but complex giving situations require careful planning.

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.

Market Commentary Article

Why The New Fed Chairman Won’t Clarify the Interest Rate Outlook

Investors crave certainty about the direction of interest rates. They are unlikely to get that from new Federal Reserve Chairman Kevin Warsh.

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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