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.
Peabody
Peabody
By appointment only
9 Centennial Drive
2nd Floor
Peabody, MA 01960
Peabody 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 Peabody 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.
Since joining Mercer Advisors, I’ve been afforded the opportunity to work alongside a talented team that shares the same values and fiduciary mindset, enabling me to provide clients access to additional services and an enhanced experience.
Our greatest investment is our relationship with each client and we strive to show that we genuinely care about them. We take pride in our personal approach and work hard to ensure every client feels valued — because they truly are.