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).
  - An Independent National Fiduciary
    legally obligated to always act 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
Choosing the Right Financial Advisor: Differences Between RIAs, Wirehouses, and Broker-Dealers
Find out the distinctions of RIAs, wirehouses, and broker-dealers for choosing a financial advisor or wealth manager.

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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
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New York City & Long Island
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Midwest

Greater Minneapolis
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Michigan
Missouri & Kansas
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Southeast

Carolinas
Florida
Georgia
Greater Washington D.C.

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Austin & San Antonio
Dallas Fort Worth

Greater Houston
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Coachella Valley
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Jessica Caruso - Executive Managing Director

Jessica Caruso, CFP®

Executive Managing Director

Portland, Portland – South, Roseville, Walnut Creek

Jennifer Kachmar, CFP®, AWMA®, APMA®, CRPC®

RVP, Wealth Advisor

Kimberly Foss, CFP®, CPWA®

Sr. Wealth Advisor

Kamille Morgan Image

Kamille Morgan, FPQP®

Sr. Client Service Specialist

T Thomasson

Tanya Thomasson, CFP^®

Director, Client Service – UHNW & Private Markets

Roseville, Walnut Creek

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Personal Finance

Choosing the Right Financial Advisor: Differences Between RIAs, Wirehouses, and Broker-Dealers

April 14, 2025

Market Commentary

The Fallacy of Selling and Waiting Until Markets Calm Down: Insights From Our CIO

April 9, 2025

Market Commentary

Portfolios Built for Moments Like This: Insights From Our CIO

April 8, 2025

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Family Office
Tax Planning & Preparation
A Unified In-House Team

Mercer Advisors

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- Business Retirement Plans
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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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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

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Locations
Advisory Team Directory

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Client Relationship Summary