Top Questions Women Ask
Meeting your needs, at every stage of your life
We’ve customized our client experience to meet your needs, and are dedicated to providing you with wealth management education to you help achieve your financial outcomes.
Meet some of our advisors.
Meet some of our advisors.
Meet some of our advisors.
Meet some of our advisors.
My favorite part of working with clients is helping them see their dreams come true. As a wealth manager, I get to hear about their ideal futures and help them make those dreams a reality. When my clients achieve a goal and I’m invited to share in the celebration or when clients rely on me to work with them through difficult times, this makes my job worthwhile. I love being a resource for my clients. Read more about Kara Duckworth here.
Schedule a meeting with a female advisorWhy is Women and Wealth So Important to Us?
Nearly two-thirds of women are breadwinners and the majority are at the helm of family financial decisions. Yet women fall behind men in overall financial wellness. Upwards of 90% feel completely unprepared for retirement. Beyond the wage gap, which translates into fewer retirement dollars, women are not actively investing as much as their male counterparts because many feel misunderstood by financial companies. This has tremendous impact on their financial success, as income and savings alone cannot grow wealth the way investing does. At Mercer Advisors, we aim to educate and empower women to achieve economic freedom. By understanding our clients’ unique needs, we provide a tailored client experience. This customized approach is delivered by a network of experienced advisors. Our culture of women raising each other up through our InvestHERS initiative attracts advisors, resulting in nearly twice the number of female financial advisors as the industry average. Mercer Advisors ‘gets it’ and is here to help.

Trillion Globally
By 2020, women are projected to control $72.1 trillion globally.*

Breadwinner
Nearly two-thirds of American women are breadwinners or co-breadwinners.**

Decision Makers
95% of women will be their family's primary financial decision maker during their lifetime.***

Mercer Advisors Convenes 2nd Annual “InvestHERs” Summit
Dec 01, 2020Held virtually over three days, over 100 women professionals at Mercer Advisors gathered to hear from industry luminaries like Carrie Schwab-Pomeranz.
Read MoreTalk to one of our female advisors.
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 fundintelligence.global.
The Women’s Choice Award, The Women’s Choice Award Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make smart financial choices. The program is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history, among other factors. The inclusion of a financial advisor within the Women’s Choice Award Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified or its partners and affiliates and is no guarantee as to future investment success. Women’s Choice Award® Financial Advisors and Firms represent less than 1% of financial advisors in the U.S. As of October 2018, of the 463 considered for the Women’s Choice Award, 108 were named Women’s Choice Award Financial Advisors/Firms.
Wealthmanagement.com, A panel of independent judges determined the WealthManagement.com 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.
AdvisoryHQ developed a breakthrough “Top-Down Advisor Selection Methodology” that is based on a wide range of filters including fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth of experience. More information on their methodology can be found here.
The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of: qualitative data, such as telephone and in-person interviews, a review of best practices, service and investing models, and compliance records; as well as quantitative data, like revenue trends and assets under management. All advisors have a minimum of seven years’ experience. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
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.
1https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/pr/couples-fact-sheet.pdf
2https://www.cdc.gov/nchs/data/nvsr/nvsr67/nvsr67_05.pdf
3http://www.pewresearch.org/fact-tank/2018/04/09/gender-pay-gap-facts/
4https://www.caregiver.org/women-and-caregiving-facts-and-figures
5https://www.slideshare.net/TRowePrice/t-rowe-prices-10th-annual-parents-kids-money-survey
*By 2020, women will control $72.1 trillion globally. (source: Money.com, “Women’s Wealth Growing Faster Than Men’s”, 2016) http://money.com/money/4360112/womens-wealth-share-increase/
** Nearly two-thirds (62.8%) of American women are breadwinners or co-breadwinners. (source: The Shriver Special Report, “A Woman’s Nation Changes Everything,” 2009) http://shriverreport.org/the-new-breadwinners/
***95% of women will be their family’s primary financial decision maker during their lifetime. (source: Family Wealth Advisors Council, “Women of Wealth”, 2011) http://familywealthadvisorscouncil.com/women-of-wealth-study/