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Estate Planning Article

Building a Lasting Legacy in the Era of the Great Wealth Transfer

Learn effective inheritance planning strategies from specialists. Get guidance on tax-efficient wealth transfer, trusts, and preserving your family legacy.

Tax Planning Article

Tax Strategies for Airline Pilots

Understand taxes for airline pilots — from tax deductions for pilots and 401(k) super-funding to Roth conversions and pension coordination

Tax Planning Webinar

Smart Savings for the Next Generation: Understanding 529 Plans and Trump Accounts

Learn how 529 plans and Trump Accounts each play a distinct role in funding your child’s education and long-term retirement — and how to get the most from both.

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.

Investment Management Guide

Post-IPO Lockup Playbook: Sell Smart, Minimize Taxes, Protect Your Gains

Your IPO lockup expiration is just the beginning. With a multi-year strategy and expert advice you can turn uncertainty into lasting value.

Family & Health Guide

What To Do When a Parent Passes: A Practical Financial Guide

A practical guide to the financial, legal, and administrative steps families face after a parent’s death, organized to reduce stress and prevent missed details.

Tax Planning Guide

The Real Estate Agent’s Smart Tax and Retirement Playbook

Understanding your options and making confident decisions can help you build long-term wealth and reduce your tax burden.

Listen
Financial Planning Podcast

Episode 517 – 7 Common Wealth Management Mistakes to Avoid

John Walker and Jason O’Meara discuss the most common wealth management mistakes and how a coordinated financial plan can help you avoid them.

A couple in Washington discussing taxes
Financial Planning Article

Washington Estate Tax Rates Roll Back in 2026

Washington lowered estate tax rates for 2026. See how the change could affect your plan and the people you want to protect.

A couple tax planning with their advisor
Tax Planning Article

Tax Filing vs. Tax Planning: Year Round Tax Planning Matters

Tax planning goes beyond filing to help improve future after tax outcomes.

A government building
Financial Planning Article

Washington’s Income Tax Debate: Capital Gains, the Millionaires’ Tax, and What Comes Next

Washington’s new capital gains tax and proposed Millionaires’ Tax test constitutional limits and could reshape tax planning for high income residents.

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.

Women discussing philanthropy
Women & Wealth Article

Strategic Giving: How Women Are Redefining Philanthropy

Women are reshaping philanthropy with intentional, strategic giving that aligns values, financial planning, and long‑term impact.

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.

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