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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).
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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.
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Are you considering adoption? Discover the two key tax breaks that can help offset the costs while reducing the amount of tax owed.
Regional Vice President
kmeyersburg@merceradvisors.com
February 5, 2025
February 4, 2025
February 3, 2025
