Mercer Advisors

Helping You Achieve Your Retirement Goals

You’ve worked hard to achieve your goals. Let our advisors assist you with thoughtful retirement planning services.

From planning for retirement, to living in retirement, we provide a steady hand through this exciting time. We have worked with thousands of clients to help them achieve their goals.

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From planning for retirement, to living in retirement, we provide a steady hand through this exciting time. We have worked with thousands of clients to help them achieve their goals.

Retirement plans should be as unique as you are.

Let’s create the right plan for you.

Your retirement should evolve and change as you do.

Planning for Retirement

It’s never too early, or late, to start planning for retirement – learn about our comprehensive and customized solutions for every life stage.

Living in Retirement

You’ve worked hard throughout your life to save for retirement–make sure that your retirement plan keeps you on track. 

Relocating in Retirement

Embarking on a new adventure in a new location takes careful consideration and planning–ensure that you have a smooth transition with our personalized guidance.

For nearly 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives. How? By integrating expertise in financial planning, investment management, retirement, tax, estate, insurance, and more, managed by a single team. We help connect the dots of your retirement, because your finances work better when they work together.

Featured Solutions

  • Retirement Planning
  • Living in Retirement
  • Retirement Relocation
  • 401(k) Investments
  • IRA Investments
  • Moving 401(k) to Roth IRA
  • Retirement Tax Planning
  • Maximize Retirement Savings and Assets
  • Long-Term Care and Healthcare Advice

Retirement Planning – Focusing on What we Can Control

Regardless your life-stage, planning for retirement is imperative. However, starting a plan is within your control. Speak with your wealth advisor to start planning for a brighter tomorrow.

What Exactly do We do for You?

Financial Planning

Investment Management

Tax Planning & Preparation1

Estate Planning2

Insurance Solutions3

Trustee Services4

Mercer Advisors. A boutique fiduciary with national strength.

Client Assets
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Regional offices
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Team Members
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1 Tax preparation and tax filing are a separate fee from our investment management and planning services.

2 Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice is provided through select third parties unaffiliated with Mercer Advisors.

3 Mercer Global Advisors has a related insurance agency. Mercer Advisors Insurance Services, LLC (MAIS) is a wholly owned subsidiary of Mercer Advisors Inc. Employees of Mercer Global Advisors serve as officers of MAIS.

4 Trustee services are offered through select third parties with which a client would engage directly, as such additional fees may apply.

Company data as of March 31, 2024. Client Assets refers to client assets under management (AUM) and client asset under advisement (AUA) by both Mercer Global Advisors Inc. and Regis Acquisition Inc. Client Assets includes assets gained from recent acquisitions where the advisory agreements have been properly assigned to Mercer Global Advisors, but the custodial accounts have yet to be transferred and/or the accounts have yet to be migrated to Mercer Global Advisors’ portfolio management system. Mercer Global Advisors Inc. and Regis Acquisition Inc. are affiliated SEC registered investment advisers and deliver investment advisory and family office related services. Mercer Global Advisors Inc. and Regis Acquisition Inc. are subsidiaries of Mercer Advisors Inc., a parent company not involved with investment services.