Proudly serving Chicagoland for over 25 years, we have a deep bench of advisors with a wide range of expertise. Our local team of CFP®, CDFA®, and MBA professionals is committed to providing tailored guidance so that you and your family don’t have to worry about money.
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.
Schaumburg
Schaumburg Offices Fast Facts & Specialties
- Local footprint: We have advisors sitting in the heart of Chicago and the surrounding areas including the Western suburbs all the way up to the North Shore.
- Specialized solutions include: Illinois estate tax strategies, strategies for reducing income tax, and multi-generational succession planning.
- Complex family dynamics: Our team has extensive experience working with widows/widowers, clients navigating divorce or other life transitions, as well as parents of special needs children.
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Schaumburg community and specializes in areas relevant to local residents.
When we talk about amplifying and simplifying your financial life through a comprehensive financial plan, it isn’t just about securing your financial future; it’s about the freedom to pursue your dreams and maintain independence without compromise.
I walk with clients on their financial journey and offer comprehensive planning that helps prioritize goals, reflects values, builds wealth, and manages risks. Together, we navigate successes and challenges, working toward a lasting legacy.
In my 25 years with Mercer Advisors, my focus has been on simplifying the most challenging components of one’s financial life. I’m proud to work for a firm where the mission is never in question: We help our clients achieve Economic Freedom™.
In Our Community
From sharing our knowledge to volunteering to improve our neighborhoods, our local team loves to give back to the community.
Susan G. Komen 3-Day Breast Cancer Walk
Each year, organizers of the Susan G. Komen 3-Day Walk invite advocates on a 60-mile journey to end breast cancer. Mercer Advisors supports their cause through volunteering.
Annual Client Appreciation Event
More than 60 clients and friends attended our first annual client appreciation event at Cantigny Golf Club!
Clicking on the above link (if provided) will take you to a third-party site, not affiliated with Mercer Advisors.