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.
Bloomington
Bloomington
Stronger Together
Mercer Advisors understands the importance of joining forces with impressive local advisory firms. Together, we can provide clients with a greater breadth and depth of services and value—and, most importantly, keep our promises to them.
We’ve worked hard to retain some of the best aspects of a local boutique firm: white-glove service that comes from an intimate understanding of our clients’ families, lifestyles, situations, and needs. We combine this with the type of resources, specialized personnel, and risk mitigation of a national firm.
Bloomington Offices Fast Facts & Specialties
- 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.
- We specialize in guiding high-earning, not rich yet (HENRY) younger professionals, offering tailored financial strategies to help them build and secure their wealth for the future.
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Bloomington community and specializes in areas relevant to local residents.
Mercer Advisors has the resources to offer holistic financial planning. Many of my clients are charitably inclined, and our team can help them maximize the tax efficiency of their giving – which is really gratifying. I’m also passionate about guiding my clients to become successful long-term investors, and having a deep bench of talented investment professionals to support me makes all the difference.
I am extremely passionate about helping clients to get the most out of their complete financial picture, with the end goal being to help ensure they no longer need to worry about money. One of the greatest strengths of holistic financial planning is the ability to optimize and plan around a client’s entire financial picture over the course of a long-term relationship.
I have the privilege of serving families in their quest towards financial independence. By leveraging Mercer Advisors teams of specialists in investment management, taxes, and estate planning, I help clients achieve their goals through holistic financial planning. I love being a fiduciary and I believe my clients can appreciate the fact that my recommendations are tailored to their unique needs and are given with their personal financial situation in mind.