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All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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  • How We Work
  • How We Work
For Individuals:
  • Financial Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Solutions
  • Trustee Services
  • Ascend Group
  • Financial Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Solutions
  • Trustee Services
  • Ascend Group
For Businesses:
  • Business Retirement Plans
  • Foundation & Endowment
  • Business Retirement Plans
  • Foundation & Endowment
  • Find an Advisor
  • Locations
  • Advisor Directory
  • Find an Advisor
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  • Advisor Directory
  • Insights
  • Newsroom
  • Insights
  • Newsroom
  • Partner With Us
  • Partner With Us
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  • Mercer Advisors Client Connect
  • Investment Accounts
  • Financial Planning Portal
  • Aspire Retirement Plan Portal
  • Client Login
  • Mercer Advisors Client Connect
  • Investment Accounts
  • Financial Planning Portal
  • Aspire Retirement Plan Portal
  • Contact Us
  • Contact Us
  • Client Relationship Summary
  • Client Relationship Summary