For over 35 years, the Mercer Advisors Cincinnati team has offered tailored, professional financial guidance to a wide range of individuals, families, and businesses in our community.
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.
Cincinnati
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.
Cincinnati Offices Fast Facts & Specialties
- Lifecycle financial planning: Our comprehensive approach is designed to help you enjoy the present — and the future.
- Sudden money planning: Whether the sale of a business, death of a parent or spouse, divorce or other significant transition, our patient and detail-oriented team can help you sort through all the pieces.
- Corporate options planning: Extensive experience helping P&G and other corporate executives manage options strategies as a component of a comprehensive financial plan.
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Cincinnati community and specializes in areas relevant to local residents.
I take pride in helping clients achieve confidence and freedom of time with financial planning. I work with them to set goals and develop good money habits, enabling them to enjoy the benefits of their hard work now, in retirement, and in legacy.
Since becoming a CFP® professional in 1988, I’ve had the privilege of advising clients on the financial impact of their decisions, helping them reach their goals and live a life that reflects their values.
For over 20 years, I’ve been honored to advise families I’m fortunate to call both clients and friends. The resources and services offered by Mercer Advisors make helping them reach their goals and achieve financial freedom possible.
In Our Community
From sharing our knowledge to volunteering to improve our neighborhoods, our local team loves to give back to the community.
Women & Wealth Wine Tasting
Mercer Advisors hosted an educational wine tasting by Kevin Hart and Sarah Tanner with Hart & Cru, and a presentation from Jeannette Jones and Kristen Comeau on strategies for women to achieve financial freedom.
ACI Smart Strategies Series
Mercer Advisors partnered with Allied Construction Industries (ACI) to present to local construction-related business owners and professionals on seven wealth management mistakes to avoid.
Leading Age National Conference
Leading Age is a community of non-profit aging services providers and other mission-driven organizations. Chip Workman attended their National Conference in his service to the Board of Episcopal Retirement Services.
Freestore Foodbank
Freestore Foodbank is dedicated to eliminating hunger to create a healthy and thriving community. The Cincinnati Mercer Advisors team supports their mission through volunteering.
Clicking on the above link (if provided) will take you to a third-party site, not affiliated with Mercer Advisors.