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
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  - 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.
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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.

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Estate Planning

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Market Commentary
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Family & Finance

Estate Planning: Navigating the Emotional Journey of Property Transfers Before Saying Goodbye

December 19, 2024

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Benefits of Gift Giving to Your Loved Ones During Your Lifetime

December 9, 2024

Couple getting guidance on handling financial issues when a parent passes away

Financial Items to Consider When a Parent Passes Away

December 3, 2024

Don’t Delay: Tips for How to Talk to Family About Money

November 22, 2024

Couple Avoiding 10 Common Estate Planning Mistakes

10 Common Estate Planning Mistakes to Avoid

November 11, 2024

Person Thinking Of Productive Ways to Use a Life Insurance Payout

5 Productive Ways to Use a Life Insurance Payout

October 16, 2024

People considering a trustee’s responsibilities

Consider a Trustee’s Responsibilities When Choosing One

October 8, 2024

4 Actions to Consider During a Market Sell-Off or Recession

September 18, 2024

Person discussing four estate planning strategies for tax savings

Year-End Tax Tips for High-Net-Worth Clients

September 11, 2024

Estate planning strategies for wealth transfer

Navigating the Great Wealth Transfer: Estate Planning Strategies for the $90 Trillion Boom

September 5, 2024

Strategic Estate Planning for High-Net-Worth Individuals

August 26, 2024

3 Phases of a Lifelong Financial Plan for People With Disabilities

August 20, 2024

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Taxes

Weathering Federal Funding Uncertainty: Proactive Steps for Nonprofit Resilience

March 21, 2025

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Understanding Potential Income, Estate, and Gift Tax Changes Under the Trump Administration

March 10, 2025

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Worrying About Money Can Happen to Anyone

March 6, 2025

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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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