Our Service Teams
The team of experts supporting you is the foundation of our services.
A multi-disciplinary team approach
When it comes to your financial future, you deserve the best working with you. For this reason, we provide you with direct access to our Mercer Advisors team — investment experts, Certified Financial Planners™, CPAs, MBAs, attorneys and retirement solution specialists — all working together to help you to achieve and preserve your financial success.
Each team member is an expert in a given field
At Mercer Advisors, we take great pride in the experience, expertise and business acumen of our professional advisors. We hire and retain the very best advisors at each of our regional offices in order to provide you with an unparalleled level of service, guidance and collaborative support.
A single source of consistent advice across disciplines
When you use individual resources to manage your life plan, you run the risk of receiving conflicting advice. When you need to make a financial decision and seek advice, each resource will likely focus on a single area of expertise, such as your cash flow, tax or retirement needs, resulting in greatly varied answers. At Mercer Advisors, we always look at your life plan in its entirety — eliminating the risk of presenting conflicting advice.
Aligned for your success
As a Registered Investment Advisor, we are regulated by the SEC and are held to a fiduciary standard. We must act at all times for your sole benefit and interests. Our interests cannot precede yours. We are not compensated by sales commissions, so our fee-only investment management services cannot be swayed by the latest sales pitches from Wall Street, thereby freeing us to act as a true fiduciary. Our success is directly tied to your success. The only way we increase our fee is by increasing the value of your portfolio.
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. Forbes and Investment News rankings are for Mercer Global Advisors Inc.
