Your Wealth Advisor, Reinvented
Our hand-picked financial advisors are focused on serving you, not finding other clients.
At Mercer Advisors, we match you with an experienced, credentialed advisor tailored to your unique needs and preferences. Your advisor’s job is to become an expert in you, coordinating with the right a team of in-house specialists – including financial planners, estate strategists, and tax planners – to implement your financial plan.* Enjoy high-quality and personalized advice from professionals who are genuinely invested in your success.
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At Mercer Advisors, we match you with an experienced, credentialed advisor tailored to your unique needs and preferences. Your advisor’s job is to become an expert in you, coordinating with the right a team of in-house specialists – such as including financial planners, estate strategists, and tax planners – to implement your financial plan.* Enjoy high-quality and personalized advice from professionals who are genuinely invested in your success.
For nearly 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives. How? By integrating expertise in financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Because your finances work better when they work together.
Your Advisor: 5 Things to Know
A financial maestro
Coordinating our internal specialists to create and implement your financial plan
Getting to know you and your family on a deep level, our wealth advisor is able to pull in the right in-house specialists — financial planner, portfolio consultant, estate planner, tax planner, accountant, insurance specialist, and others — to meet your needs.
The job of this unified team, led by your wealth advisor, is to connect all the dots of your finances, helping to ensure that, for example, your investments and tax strategy are working together, and your estate plan and insurance are aligned with each other and your family’s long-term needs.
Our advisors have experience in more than thirty specialty areas across a range of professions, life stages, family situations, asset types, and more.
High-quality advice and true expertise
From experienced, credentialed professionals
Many of our wealth advisors at Mercer Advisors are CERTIFIED FINANCIAL PLANNER® professionals. The CFP® certification is a formal recognition of expertise in the areas of financial planning, taxes, insurance, estate planning, retirement saving, and more.
Becoming a CFP® professional is a difficult and rigorous process. It requires years of experience, successful completion of standardized exams, a demonstration of ethics, and a formal, ongoing education. CFP® professionals are also fiduciaries, obligated to act with your best interest in mind.
The majority of our advisors are CERTIFIED FINANCIAL PLANNER® professionals, and many of the rest have other advanced certifications.
A real stake in your success
Because your satisfaction drives everything at Mercer Advisors
When providing investment advisory services, financial planning, and other comprehensive services, our advisors do not sell products on commission. Instead, they are providing and delivering advice and are paid a salary and bonus for serving you. It’s a distinctive model that makes serving our clients their top priority.
More than half of our advisors are also owners of the company. This means you’ll feel like you’re working with people who have a stake in your success (because they do).
Not part of a sales team
Allowing your advisor to focus on you — not on finding new clients
When you express interest in becoming a Mercer Advisors client, you speak with one of our regional vice presidents. It’s their job to introduce you to our company, get to know you and your family’s unique situation and needs, and select an advisor who’s a great fit.
None of our wealth advisors have a sales goal.
Matched to you
Based on your specific needs and preferences
Our regional vice presidents match you with a wealth advisor who has experience in areas that align with you and your family’s location, financial situation, and personal preferences. This might include expertise in your professional industry. Or maybe you just want to work with someone with a similar background to yours.
I enjoy welcoming potential clients into our company by pinpointing their particular needs—and where our advisors’ experience can really add value.”
Mercer Advisors is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice.
Company statistics as of 3/31/24
The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Mercer Global Advisors, Inc. is engaged, or continues to be engaged, to provide investment advisory services.
Our advisors provide experience that covers every aspect of your financial journey, whether you need general financial planning or tax advice, or guidance on specific topics ranging from navigating a concentrated stock position, managing an inheritance, or maximizing retirement savings as a senior.
What Exactly do We do for You?
Financial Planning
Investment Management
Tax Planning & Preparation1
Estate Planning2
Insurance Solutions3
Trustee Services4
Mercer Advisors. A boutique fiduciary with national strength.
* Your team may include a financial planner, estate planner, CPA, investment professional estate planner, portfolio consultant, accountant, insurance specialist, and more.
1 Tax preparation and tax filing are a separate fee from our investment management and planning services.
2 Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice is provided through select third parties unaffiliated with Mercer Advisors.
3 Mercer Global Advisors has a related insurance agency. Mercer Advisors Insurance Services, LLC (MAIS) is a wholly owned subsidiary of Mercer Advisors Inc. Employees of Mercer Global Advisors serve as officers of MAIS.
4 Trustee services are offered through select third parties with which a client would engage directly, as such additional fees may apply.
Company data as of March 31, 2024. Client Assets refers to client assets under management (AUM) and client asset under advisement (AUA) by both Mercer Global Advisors Inc. and Regis Acquisition Inc. Client Assets includes assets gained from recent acquisitions where the advisory agreements have been properly assigned to Mercer Global Advisors, but the custodial accounts have yet to be transferred and/or the accounts have yet to be migrated to Mercer Global Advisors’ portfolio management system. Mercer Global Advisors Inc. and Regis Acquisition Inc. are affiliated SEC registered investment advisers and deliver investment advisory and family office related services. Mercer Global Advisors Inc. and Regis Acquisition Inc. are subsidiaries of Mercer Advisors Inc., a parent company not involved with investment services.