Katherine Fincher

Katherine is a seasoned financial expert with more than 12 years of experience as a CERTIFIED FINANCIAL PLANNER® Professional. She joined Mercer Advisors in 2025, bringing a wealth of knowledge and a proven track record in financial planning.

Previously, Katherine served as the Director of Financial Planning at Mason Investment Advisory Services in Reston, Virginia, where she led the department’s digital transformation. Growing up as the daughter of a U.S. diplomat and economist, Katherine had the unique opportunity to live in England, Hong Kong, China, and Japan.

This international upbringing provided her with a deep understanding of diverse economies, tax systems, and cultural financial practices. It also fostered her love for foreign languages, culture, and travel. Katherine has extensive experience working with U.S.-based clients on the complexities of estate planning for global families, drawing from her personal connections with family members living abroad.

She serves a diverse clientele, including accumulators, business owners, corporate executives, and retirees, all of whom benefit from her meticulous and personalized approach to financial planning. Katherine is particularly passionate about assisting older clients in aging gracefully and maintaining their independence. She excels in planning for potential incapacity, lifetime giving, estate planning, and intergenerational wealth transfer.

A Princeton graduate with a degree in psychology, Katherine also holds an MBA in financial planning from California Lutheran University and the FINRA Series 66 license.

She resides in Ketchum, Idaho, with her family. In her free time, Katherine enjoys skiing, a sport she took up later in life, and hiking with her family during the summer months.