Mercer Advisors is proud to support families in the Twin Cities with their comprehensive wealth management needs by offering a combination of personalized service and local expertise. Our team which includes CFP® Professionals offers tailored, professional guidance to a diverse range of families and businesses, including many local executives with highly concentrated stock positions.
We offer comprehensive wealth management through a family office-like structure, helping clients amplify and simplify their financial lives by bringing together financial planning, investment management, tax, estate, insurance, and more into one integrated offering. We look forward to connecting with you and your family.
John Mowery
Wealth Advisor, Director
Minneapolis
Minneapolis
Ready to get in touch? My team and I are here to help.
Lucas Schwaller, CTFA®, CES®
Sr. Vice President
Minneapolis
Minneapolis
Minneapolis Offices Fast Facts & Specialties
- We’ve got a time-tested track record of helping ultra-high net worth clients navigate the complexities of intergenerational wealth. We help simplify their financial picture while always respecting the unique dynamics of each situation. We’ve helped many families achieve their life plans, not just their financial goals.
- We excel in working with local executives who have highly concentrated stock positions, providing tailored strategies to help manage and diversify their portfolios effectively.
- We are dedicated to serving entrepreneurs by offering comprehensive financial planning and investment strategies tailored to their unique needs and goals.