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.

See All Locations

Find a Location Near You

Zip Code
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
Subscribe
The Latest Insights
Financial and Lifestyle Challenges of Gray Divorce
The financial and emotional impacts of gray divorce can be significant. Planning and guidance can help couples move forward.

Log In
Search

Contact
Login

Search

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.

Search by Name

Search by Zip

Northeast

Greater Philadelphia
New England
New Jersey

New York City & Long Island
Upstate New York

Select All Deselect All

Midwest

Greater Minneapolis
Greater Omaha
Illinois
Iowa

Michigan
Missouri & Kansas
Ohio Valley
Wisconsin

Select All Deselect All

Southeast

Carolinas
Florida
Georgia
Greater Washington D.C.

Mississippi
Nashville
New Orleans

Select All Deselect All

Southwest

Arizona
Austin & San Antonio
Dallas Fort Worth

Greater Houston
New Mexico
Oklahoma

Select All Deselect All

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

Select All Deselect All

Wealth Advisors
Regional Vice Presidents
Core Solutions Specialists
Client Services
Executives

Search results for:

Southeast: Greater Washington D.C.

Clear All Filters

Lisa Dellinger

Manager, Client Service

Luke Jackson, CFP®

Client Service Specialist

Michael O’Brien

Sr. Client Service Specialist

Sherise Johnson - Sr. Retirement Plan Specialist

Sherise Johnson

Sr. Retirement Plan Specialist

Ready to get started?

Explore More

Man sitting on the couch thinking

Family & Finance

Financial and Lifestyle Challenges of Gray Divorce

March 27, 2025

Personal Finance

How To Build Retirement Savings Later in Life

March 26, 2025

Retirement

Social Security Fairness Act: What To Know About the Repeal of WEP and GPO

March 24, 2025

Continue Browsing

Advisory Team Directory
Professions
Investment Management

Mercer Advisors

Let’s Talk

888.920.1320

Quick Links
Client Resources
Corporate Information
Mercer Advisors for Your Organization
- Business Retirement Plans
- Endowment & Foundation Services

Subscribe

Sign up to receive Wealth Point, our monthly newsletter filled with timely insights and information.

Follow us

X (Twitter)LInkedIn Facebook Instagram RSS

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.

Terms & Conditions
Privacy & Security
Firm Brochure Adv Part 2A
Form CRS
Personal Information Collected
Your California Privacy Choices

© 2025 Mercer Global Advisors Inc. All rights reserved.

Click here to connect with our team Connect with our team

How would you like to connect?

To explore if Mercer Advisors is a good fit for you, the next step is a short conversation with one of our team members. Please select a way we can get in touch.

Call Me Soon

Our team will call you soon to discuss your wealth management needs and answer your questions.

Schedule a Call

Select a date and time that works with your schedule.

Schedule Now →

Let’s get started.

First, fill out the form below. Next, our team will call you.

1

We'd love to get to know a little about you.

First Name

Last Name

Email

Phone Number

2

What would you like your advisor to help you with? (Select all that apply) (Optional)

Financial PlanningStrategic Tax PlanningInvestment ManagementEstate PlanningRetirement PlanningOther

3

Why are you looking for an advisor now? (Select all that apply) (Optional)

Family / Health SituationProfessional ChangeFinancial WindfallUnhappy With Advisor(s)Getting OrganizedNot Sure

4

Great! Do you work with a financial advisor today? (Optional)

Yes, but need a changeYes, but have too manyNo, but I had oneNo, never worked with one

5

When would you like to improve your financial strategy? (Optional)

As soon as possible.Within 3-6 months.Within the next year.No specific time frame.

6

Almost there! How much do you have saved in cash and investments? (Optional)

E.g., brokerage accounts (e.g., stocks, ETFs), savings, checking, CDs, 401(k), IRA, 403(b)

Less than $300,000$300,000+$1 Million+$3 Million+$10 Million+ $30 Million+

7

One last question as we wrap up! (Optional)

Anything else you’d like us to know before you speak with an advisor?

By submitting this information, you are selecting to receive promotional communications from the Mercer Advisors team. If you are a California resident and interested in learning more about personal information we may collect, please click here.

reCAPTCHA helps prevent automated form spam.

The submit button will be disabled until you complete the CAPTCHA.

Three quick steps to schedule a call with our team.

Prefer to call us?

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
Newsroom

Insights
Podcasts
Newsroom

Partner With Us

Partner With Us

Careers

Careers

Client Login
Mercer Advisors Client Portal
Investment Accounts
Financial Planning Portal

Client Login
Mercer Advisors Client Portal
Investment Accounts
Financial Planning Portal

Contact Us

Contact Us

Client Relationship Summary

Client Relationship Summary