For more than two decades and counting, Mercer Advisors has been proud to call New England home. With a team of local CFA® and CFP® professionals, we provide tailored guidance to a wide range of families and business owners.
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.
Burlington
Burlington
By appointment only
1500 District Avenue
Burlington, Massachusetts 01803
Burlington Offices Fast Facts & Specialties
- Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, navigating family dynamics and providing clarity when complexity arises.
- Institutional-grade investing: Our approach is backed by decades of research and market analysis, representing the best practices of today’s institutional investment community.
- Tax efficiency: Minimizing taxes is essential to protecting your lifestyle and legacy. Proactive tax strategy is an integral part of our process.
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Burlington community and specializes in areas relevant to local residents.
It is an honor to partner with my clients as they move through the different stages of their financial lives. Being able to integrate financial planning, investment management, tax, estate, insurance, and more for my clients is extremely rewarding.
Because of personal experience, I am passionate about helping families navigate financial challenges when dealing with health issues. I focus on helping to protect their wealth, transferring assets and providing confidence when they need it the most.
We provide comprehensive services to individuals through all walks of life. From retirees to those just starting out, we have the resources to serve clients’ best interests and help set them up for Economic Freedom™.