Contact Us

For nearly 40 years, Mercer Advisors has worked with families to help them simplify the complexity of their money and, most importantly, to help them figure out what it’s all for. We exist so that you don’t have to worry about money.

Are you interested in learning more about Mercer Advisors? Please choose one of the options on the right to connect. 

Are you a client and need to get in touch? Please reach out to your Advisory Team directly.

Option 1: Call us at 888.920.1320

Option 2: Schedule a call

Option 3: Have us call you

Step 1 of 7
1
Hello! We’d love to get to know a little about you before getting started.
2
What would you like your advisor to help you with? (Select all that apply) (Optional)
3
Why are you looking for an advisor now? (Select all that apply) (Optional)
4
Great! Do you work with a financial advisor today? (Optional)
5
When would you like to improve your financial strategy? (Optional)
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)
7
Anything else you’d like us to know before you speak with an advisor? (Optional)
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