The Mercer Advisors Newark office and its predecessors have guided clients and non-profit organizations through the various stages of their financial journey since the 1990s.
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.
Newark
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.
Newark 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.
- Lifecycle financial planning: Our comprehensive approach is designed to help you enjoy the present – and the future.
- Private market investment: Our institutional-grade investing provides access to otherwise hard-to-reach private investments, for those who qualify.
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Newark community and specializes in areas relevant to local residents.
Empower yourself with knowledge and take control of your financial future. Every step you take today paves the way for your tomorrow.
Every individual deserves personalized guidance to help them achieve their financial goals, regardless of their current wealth. It’s about growth and a brighter future.
True wealth is not just about accumulating money; it’s about using resources wisely to create opportunity for yourself and others.