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For nearly 40 years, Mercer Advisors has worked with families to help them simplify the complexity of their money and, most importantly, to help them figure out what it’s all for. We exist so that you don’t have to worry about money.

Are you interested in learning more about Mercer Advisors? Please choose one of the options on the right to connect.

Are you a client and need to get in touch? Please reach out to your Advisory Team directly.

Option 1: Call us at 888.920.1320

Option 2: Have us call you

Step 1 of 7

Hello! We’d love to get to know a little about you before getting started.

First Name

Last Name

Phone Number

What would you like your advisor to help you with? (Select all that apply) (Optional)

Financial Planning Strategic Tax Planning Investment Management Estate Planning Retirement Planning Other

Why are you looking for an advisor now? (Select all that apply) (Optional)

Family/Health SituationGot married, welcomed a child, got a diagnosis, etc. Professional ChangeGot a big promotion, switched to a new job, decided to retire, etc. Financial WindfallSold a business or property, came into my inheritance, etc. Unhappy With Advisor(s)Feel like I can’t trust my current advisor, unhappy with results, etc. Getting OrganizedI’ve realized I could benefit from financial advising and want to start now. Not SureJust exploring my options.

Great! Do you work with a financial advisor today? (Optional)

Yes, but need a change I have an advisor but am looking for a new one. Yes, but have too many I have several advisors but they’re not connecting the dots. No, but I had one I’ve had an advisor before, but don’t have one today. No, never worked with one I’ve never had an advisor before but am thinking of working with one.

When would you like to improve your financial strategy? (Optional)

As soon as possible. Within 3-6 months. Within the next year. No specific time frame.

Almost there! How much do you have saved in cash and investments? (Optional)

E.g., brokerage accounts (e.g., stocks, ETFs), savings,
checking, CDs, 401(k), IRA, 403(b)

Less than $300,000 $300,000+ $1 Million+ $3 Million+ $10 Million+ $30 Million+

Anything else you’d like us to know before you speak with an advisor? (Optional)

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Option 1: Call us at 888.920.1320

Option 2: Schedule a call

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Option 3: Have us call you