Mercer Advisors
Sharing Knowledge

Wealth Management

True wealth management requires a holistic approach. Gain insights to help you define and shape the total picture of your financial life.

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

Questions to Ask When Choosing a Financial Advisor

Looking for a financial advisor? Asking the right questions to find someone who’s going to work in your best interest is key.

Maximize Your Giving Impact and Tax Benefits with Donor-Advised Funds Image
Estate Planning Article

Help Maximize Your Giving Impact and Tax Benefits in 2026 with Donor-Advised Funds

Increase your philanthropic power with a donor-advised fund. Learn more about this simple, tax-efficient investment option.

Professions Article

Creative Professionals: Building Income Stability and Wealth

A general guide for creating a steady income, preserving wealth, and funding your lifestyle, no matter the stage.

A woman receiving her social security check
Retirement Article

What is the Social Security Trust Fund and Will It Be There for You? 

Given the current projections for a reduction in Social Security in the future, should you take your benefits early? 

A family talking with a real-estate agent
Tax Planning Article

From Dream Home to Tax Trap: Why Planning Matters When Cashing in on Real Estate Gains

Learn the key rules behind the home sale gain exclusion and how proper planning can help avoid surprise tax bills.

Football players on the field
Retirement Article

6 Smart Financial Planning Tips for Retired Athletes

Strategic financial planning and the right teammates can help athletes transition smoothly to life after sports and maintain wealth.

A couple discussing taxes
Tax Planning Article

Alternative Minimum Tax After OBBBA

The OBBBA made changes to the Alternative Minimum Tax System. Learn about the potential impact on your tax situation.

A golfer hitting a great shot
Tax Planning Article

Navigating Complex Taxes for Professional Athletes

Tax planning is crucial for handling the jock tax and for proper professional athlete wealth management.

Two professors reviewing pension plans
Retirement Article

Pension Planning for Professors and Academic Staff: 5 Things to Know

Find out answers to common questions professors ask about pensions, retirement plans, taxes, and financial planning.

Crypto coins on dollar bills
Market Commentary Article

The Executive Order on Private Equity and Crypto in 401(k)s: Insights From Our CIO

A new executive order could reshape 401(k)s with private investments and crypto. Here’s what investors should know.

A couple planning their giving and tax strategy
Tax Planning Article

How Much Can You Give in 2025 Without Paying Gift Tax?

In 2025, you can give up to $19K tax-free per person. Learn how gift tax exclusion works and what it means for estate and tax planning.

A financial advisor helping their client
What Clients Ask Article

What Does a Financial Advisor Do (and Why You Might Need One)

Wondering what exactly a financial advisor does and whether you need one? Learn what they do and how to choose one.

A man monitoring his personal finance
Financial Planning Article

Personal Finance 101: 7 Tips

Financial literacy involves making confident, informed choices. We explore seven steps to help grow and safeguard your money.

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?

Let’s Talk