“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.”

– KENDRICK MERCER, 1986

Our Story

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.

Mercer Advisors is proudly recognized by the financial services industry as one of the top Registered Investment Advisors in the world.

Our Philosophy

As a fiduciary, we put your needs and interests first. For over 30 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.

Integrity

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.

Transparency

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.

Independence

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.

Stewardship

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.

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

We look forward to helping you.

Mercer Advisors is the recipient of the 2018 Private Asset Management (PAM) award for 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 fundintelligence.global.

This award 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.