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
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The Latest Insights
Understanding Qualified Small Business Stock (QSBS)
Investors in QSBS can get significant tax benefits. Small companies that issue QSBS can attract those investors.

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Press Releases

For media inquiries, please reach out to media@merceradvisors.com.

View All In the News Awards Press Releases

Mercer Advisors Makes Institutional-Grade Private Markets Investing Available to Families

June 3, 2024

Mercer Advisors’ Martine Lellis Transitions to Support the Company’s M&A Partner Development Growth Efforts

May 15, 2024

Mercer Advisors Acquires MDK Private Wealth Management, LLC

March 5, 2024

Mercer Advisors Hires New Chief Financial Officer to Help Guide its Strategic Growth

February 21, 2024

Mercer Advisors Acquires River Glen Wealth Counselors

January 9, 2024

Mercer Advisors Acquires Transitions Wealth Management, LLC

January 3, 2024

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Investing

Understanding Qualified Small Business Stock (QSBS)

April 24, 2025

Personal Finance

5 Questions To Ask Your Wealth Advisor in Volatile Markets

April 23, 2025

Personal Finance

Financial Planning 101: How To Start

April 22, 2025

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888.920.1320

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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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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
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Find an Advisor
Locations
Advisory Team Directory

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Insights
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Client Relationship Summary