Unify Trust and Financial Planning
Our advisors can help unify your financial life through integrating trust, estate and your financial plan.
Mercer Advisors integrates trust management with comprehensive estate and financial planning, investment management, and more, ensuring a cohesive strategy that aligns with your overall financial goals. Our professional trustee services also bring objectivity to the table, helping to eliminate potential conflicts of interest that may arise when family members or friends are appointed as trustees.
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Mercer Advisors integrates trust management with comprehensive estate and financial planning, investment management, and more, ensuring a cohesive strategy that aligns with your overall financial goals. Our professional trustee services also bring objectivity to the table, helping to eliminate potential conflicts of interest that may arise when family members or friends are appointed as trustees.
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, trust, retirement, tax, estate, insurance, and more, managed by a single team. Because your finances work better when they work together.
of planners, investors, accountants, and estate strategists that designs – and executes – your financial plan.
who is focused on serving you, not on finding new clients.
that is tailored specifically for you and managed by a team of 100+ investment professionals (not just one advisor).
that combines intimate service and sophisticated capability, and only acts in your best interest.
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.
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 December 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.
Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics — including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing.