We exist so that you don’t have to worry about money.
to help amplify and simplify your financial life — and your family’s future.
of planners, investors, accountants, and estate specialists that designs — and executes — your financial plan.
who is focused on serving you, not on finding new clients.
that is tailored specifically for you, and managed by a team of 100+ investment professionals (not just one advisor).
legally obligated to always act in your best interest.
We connect the dots of your financial life by unifying financial planning, investment management, tax, estate, insurance, and more.
We believe in meeting you where you are.
More than 350 advisors to choose from.
White-glove service, tailored to your needs.
Full-service wealth management where you are.
Browse insights and podcasts from our advisors and specialists.
Articles, market commentary, and resources to support your financial journey – from investing to retirement and beyond.
Lessons from the abrupt tumble in the Magnificent Seven tech stocks which had led the markets in 2023 and 2024.
Client Service Specialist
pbaker@merceradvisors.com
Scottsdale
7033 East Greenway ParkwaySuite 290Scottsdale, Arizona 85254
April 2, 2025
April 1, 2025
March 31, 2025
