For more than three decades and counting, Mercer Advisors has been proud to call the Greater Philadelphia area home.
We offer comprehensive wealth management through a family office-like structure, helping clients amplify and simplify their financial lives by bringing together financial planning, investment management, tax, estate, insurance, and more into one integrated offering. We look forward to connecting with you and your family.
Greater Philadelphia
Stronger Together
Mercer Advisors understands the importance of joining forces with impressive local advisory firms. Together, we can provide clients with a greater breadth and depth of services and value—and, most importantly, keep our promises to them.
We’ve worked hard to retain some of the best aspects of a local boutique firm: white-glove service that comes from an intimate understanding of our clients’ families, lifestyles, situations, and needs. We combine this with the type of resources, specialized personnel, and risk mitigation of a national firm.
Greater Philadelphia Offices Fast Facts & Specialties
- Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, navigating family dynamics and providing clarity when complexity arises.
- Lifecycle financial planning: Our comprehensive approach is designed to help you enjoy the present – and the future.
- Private market investment: Our institutional-grade investing provides access to otherwise hard-to-reach private investments, for those who qualify.
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Greater Philadelphia community and specializes in areas relevant to local residents.
I’m passionate about providing financial advice for families to help protect and grow their hard-earned wealth and maintain or improve their lifestyle.
Growing up, I watched my mom struggle to raise five kids living paycheck to paycheck. Now, as a CERTIFIED FINANCIAL PLANNER™, I help clients achieve Economic Freedom™ so they can worry less and enjoy life more — the way I wish she could have.
Good stewardship of your financial resources requires comprehensive planning, responsible management and financial expertise. Working with a CFP®professional can help provide you with these important necessities.
I practice stewardship, partnership, and service in everything I do, from engaging and working with clients to investing in my community. I roll up my sleeves, engage at a deeper level, leverage my expertise and experience to help provide solutions.
Our goal is to partner with you and your family to develop and implement your personalized financial plan. We follow a detailed process to help forge the long-lasting partnership necessary for us to work together successfully.
Empower yourself with knowledge and take control of your financial future. Every step you take today paves the way for your tomorrow.
Every individual deserves personalized guidance to help them achieve their financial goals, regardless of their current wealth. It’s about growth and a brighter future.
True wealth is not just about accumulating money; it’s about using resources wisely to create opportunity for yourself and others.
In Our Community
From sharing our knowledge to volunteering to improve our neighborhoods, our local team loves to give back to the community.
Starfinder Foundation
Starfinder is a youth development organization using soccer to transform the lives of youth from underserved neighborhoods in the Philadelphia region. Mercer Advisors supports them through sponsorship.
Boys & Girls Club of Allentown
The Boys & Girls Club of Allentown honored Paul Barbehenn of Mercer Advisors for his years of dedicated service.
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