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Comprehensive Wealth Management Services

“We are unconditionally committed to work with our clients to create the best context possible for their Economic Freedom, so that they do not have to worry about money.”

The Story Behind Our Comprehensive Wealth Management Services

Mercer Advisors grew out of need we saw from our clients. Our founder, Kendrick Mercer, started the firm as a law practice focusing on estate planning for professionals and families. He quickly learned that his clients had needs well beyond drafting of wills, trusts and estate plans. They were looking for someone who would help them make sense of their financial situation and make smart decisions that could help them live the lives of their dreams. He also learned that a firm providing those solutions and doing it under a fiduciary standard didn’t seem to exist. So in 1985, he launched Mercer Advisors as one of the country’s first, planning-focused independent registered investment advisory firms, and set out on a mission to help his clients achieve what he called Economic Freedom.

The mission and purpose of helping clients on their path to Economic Freedom is alive and well today. It thrives in the hearts and minds of our team who come to work every day thinking about how they can make their clients’ lives better.

Over the years we have opened more offices and added more team members who believe in these principles and the value of providing a set of services that take a truly holistic approach to our clients’ financial lives. From the very beginning we have held ourselves to the highest of standards to always act in our clients’ best interests. Quite simply because we believe our clients should expect and demand nothing less.

Our Accolades

Mercer Advisors is proudly recognized as one of the top wealth managers in the United States.

Our Philosophy

As a fiduciary, we put your needs and interests first. For 35 years, we have been helping families attain their economic freedom and succeed in their life journey, whether they are starting out, raising a family, or enjoying their retirement. Our commitment to the fiduciary standard is embodied in our values that guide our actions to help you and your family live the lives of your dreams.


As a fiduciary we are bound by law to always act in your best interest and to exercise the highest degree of care and good faith in the management and preservation of your assets.

Product agnostic

Unlike many other brokers and advisors we do not offer proprietary products or compensate our advisors differently based on what products are used to implement your investments.


Our fees are based on your investable assets and on specific optional services like tax preparation or estate planning. All of our fees are clearly laid out in advance and through quarterly reporting.


As an independent advisor we are not tied to any particular family of funds or investment products. We use an independent third-party to custody your assets for safety and security purposes. We believe this furthers our duty to care for our clients.


We employ a disciplined investment philosophy backed by academic and scientifically validated investment principles and processes. Through our financial planning, tax, estate and trustee services we also help you view your investments in a broader and holistic view as it relates to your financial situation.

Cow vs Bear

We have helped thousands of clients navigate bull and bear markets and gain clarity on their financial future.

We look forward to helping you.

2019 Barron’s, Advisors who wish to be ranked fill out a 102-question survey about their practice. We verify that data with the advisors’ firms and with regulatory databases and then we apply our rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice.

2019 Private Asset Management (PAM), Mercer Advisors was awarded the Best Private Wealth Manager for firms with over $5 billion dollars in assets under management. Mercer Advisors was selected as the winner from among eight shortlisted entrants. The PAM Awards, organized by Private Asset Management magazine, are designed for investment professionals and wealth advisors, operating within the private asset management industry and are held annually. Candidates are invited to submit responses in several categories to demonstrate developments to their business model, financial progress in business performance and service offerings. Selection is determined by growth in clients and employees, client satisfaction, and product Innovation over the course of the previous year. Winners are determined by an independent panel of industry experts and the PAM editorial team. For more information on Private Asset Management (PAM), visit, A panel of independent judges determined the 2019 Industry Award winners. Criteria included demonstrable impact on their firm, the industry, and wealth management in general.

Investment News, InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019.

2019 Financial Times Top Registered Investment Advisors, The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2019). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300. To select the FT 300, we started by reaching out to the largest independent RIAs across the U.S. that have a minimum of $300 million in assets. To make sure the list was relevant to affluent individuals reading the FT, we required that no more than 75% of a practice’s assets be institutional. Qualified RIAs then filled out an online application, and were scored on several factors, including AUM, AUM growth rate and compliance record. Selection is independent and objective, and no money is exchanged as part of the process.

2018 Financial Advisor Magazine, Mercer Advisors was named #24 in the 2018 Top RIAs and was named #32 in the 2018 Top 50 fastest growing RIAs by Financial Advisors magazine. Financial Advisor magazine’s RIA ranking is based on responses from registered investment advisors who completed an online survey. To be included in the ranking, firms need to be independent RIAs who perform financial planning as part of their business services. Firms are ranked based on the total of their discretionary and nondiscretionary assets reported for the year on their ADV and the percentage growth in assets.

Thrive Awards – To qualify for the 2019 Thrive list of fastest-growing advisors, applicants had to be based in the U.S., offer financial services to individual clients, and be free of regulatory actions. Applications were accepted from individuals, teams and companies of all types and sizes—including solo advisors, ensembles, practices, family offices, RIAs and IBD reps. – The 94 financial advisory firms listed were selected using a rigorous Trust algorithm, which sorts through 23 million data points from the SEC, FINRA and manual compilations regularly. The qualifiers for the 2020 Firms to Watch are firms that hold fiduciary status, have a secure website, have a fee-only model, do not have common conflicts of interest, do not have a 12b1 conflict and wrapped up 2019 with clean disciplinary records. It is important to note that the list is not based on how many years these advisory firms have been registered or their total assets under management (AUM).

These awards should not be construed by clients or prospective clients as a guarantee that they will experience a certain level of results if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Mercer Advisors by any of its clients.

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