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. As of September 30, 2015, we managed more than $6 billion in assets under management (AUM) for more than 4,600 clients.
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