Mercer Advisors

Mercer Advisors

Why Mercer Advisors
We exist so that you don’t have to worry about money.
- A Family Office For Your Family
  to help amplify and simplify your financial life — and your family’s future.
  - A Unified In-House Team
    of planners, investors, accountants, and estate specialists that designs — and executes — your financial plan.
  - A Hand-Picked Wealth Advisor
    who is focused on serving you, not on finding new clients.
  - An Institutional-Grade Portfolio
    that is tailored specifically for you, and managed by a team of 100+ investment professionals (not just one advisor).
  - A Boutique Fiduciary with National Strength
    that combines intimate service and sophisticated capability, and only acts in your best interest.
Delivering Solutions
We connect the dots of your financial life by unifying financial planning, investment management, tax, estate, insurance, and more.
Core Solutions
Financial Planning
Tax Planning & Preparation
Investment Management
Estate Planning
Insurance Solutions
Trustee Services
Specialty Solutions
Working Together
We believe in meeting you where you are.
Our Team

Our Advisory Team
More than 350 advisors to choose from.

Engaging Us

Wealth Stages
White-glove service, tailored to your needs.
Our Locations

Full-service wealth management where you are.

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Sharing Knowledge
Browse insights and podcasts from our advisors and specialists.
Insights
Articles, market commentary, and resources to support your financial journey – from investing to retirement and beyond.

Market Commentary
Personal Finance
Investing
Retirement
Taxes
Estate Planning
Insurance Protection
Family & Finance
Webinars
Podcasts
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The Latest Insights
Corrections, Recessions, Bear Markets – Oh My!
U.S. stocks briefly hit the threshold for a bear market. What do the lessons of history say about how worried we should be?

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Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Northeast

Greater Philadelphia
New England
New Jersey

New York City & Long Island
Upstate New York

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Midwest

Greater Minneapolis
Greater Omaha
Illinois
Iowa

Michigan
Missouri & Kansas
Ohio Valley
Wisconsin

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Southeast

Carolinas
Florida
Georgia
Greater Washington D.C.
Kentucky

Mississippi
Nashville
New Orleans
Tennessee

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Southwest

Arizona
Austin & San Antonio
Dallas Fort Worth

Greater Houston
New Mexico
Oklahoma

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West

Coachella Valley
Colorado
Greater San Diego
Greater Santa Barbara
Hawaii
Idaho
Inland Northwest

Los Angeles
Orange County
Oregon
Sacramento
San Francisco Bay Area
Seattle
Utah

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Wealth Advisors
Regional Vice Presidents
Core Solutions Specialists
Client Services
Executives

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Southeast: Kentucky

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Jerry Zimmerer, CFP®, CPA

Sr. Wealth Advisor

Richard Coles, CFP®, CDFA®

Sr. Wealth Advisor

Scott Neal, CFP®, CPA

Sr. Wealth Advisor

Chris Saccomanno, CFP®

Wealth Advisor

Mike Reich, CFP®

Wealth Advisor

Kimi Rice, CFP®

Client Service Specialist

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Explore More

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Market Commentary

Corrections, Recessions, Bear Markets – Oh My!

April 29, 2025

Estate Planning

Using a Charitable Remainder Trust to Re-Stretch Inherited IRAs

April 28, 2025

Investing

Understanding Qualified Small Business Stock (QSBS)

April 24, 2025

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An Institutional-Grade Portfolio
Family & Health
Estate Planning

Mercer Advisors

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Mercer Advisors for Your Organization
- Business Retirement Plans
- Endowment & Foundation Services

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All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through select third parties unaffiliated with Mercer Advisors. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is a parent company of Mercer Global Advisors Inc. and is not involved with investment services. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER® certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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Financial PlanningStrategic Tax PlanningInvestment ManagementEstate PlanningRetirement PlanningOther

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How We Work
Wealth Path
Ascend Group

How We Work
Wealth Path
Ascend Group

For Individuals:

Financial Planning
Investment Management
Tax Planning
Estate Planning
Insurance Solutions
Trustee Services

Financial Planning
Investment Management
Tax Planning
Estate Planning
Insurance Solutions
Trustee Services

For Businesses & Nonprofits:

Business Retirement Plans
Endowments & Foundations

Business Retirement Plans
Endowments & Foundations

Find an Advisor
Locations
Advisory Team Directory

Find an Advisor
Locations
Advisory Team Directory

Insights
Podcasts
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Insights
Podcasts
Newsroom

Partner With Us

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Mercer Advisors Client Portal
Investment Accounts
Financial Planning Portal

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Mercer Advisors Client Portal
Investment Accounts
Financial Planning Portal

Contact Us

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Client Relationship Summary

Client Relationship Summary