Since 1985, Mercer Advisors has been dedicated to providing clients with financial clarity, investment insight, and long-term collaborative partnerships. We provide our clients a multi-disciplinary, integrated wealth management approach using a family wealth office model.
Our clients have access to the collective knowledge and expertise of over 170 employees, more than 85 of whom are CFP® practitioners, CFAs, CPAs, attorneys, MBAs, and retirement planning specialists. Our services are delivered comprehensively, based on the latest academic research and industry best practices, customized to the specific needs of each client, and delivered at a fiduciary standard of care.
As a leader in providing comprehensive financial planning for more than 30 years, we’ve helped clients successfully navigate through both Bull and Bear markets – allowing them to achieve new levels of economic success. – less