For nearly 40 years, Mercer Advisors has called Arizona home. Most of our Scottsdale advisors were born and raised here, and love providing our clients a local office feel — with the resources of a national firm.
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.
Scottsdale
Scottsdale Offices Fast Facts & Specialties
- Deep experience with: Medical professionals, entrepreneurs, tech leaders, real estate professionals, and engineers.
- Specialized solutions include: Real estate wealth, multi-generational succession planning, concentrated stock positions, divorce, and other life transitions.
- We’re proud that half of our client-facing team firm-wide are women.
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Scottsdale community and specializes in areas relevant to local residents.
Navigating financial change is a critical turning points in a client’s life. Women in particular often experience unique challenges. No matter the circumstance, I help clients plan for contingencies and visualize the possibilities ahead.
When advising business owners, I focus on the practical. Every piece of advice I give is about simplifying complexities, turning challenges into opportunities, and ensuring every action taken is a step towards measurable growth and success.
As children finish college, expenses decrease and savings increase. It becomes a critical time to help my clients maximize a saving and investment strategy, minimize tax impact, and make a serious plan for retirement.
In Our Community
From sharing our knowledge to volunteering to improve our neighborhoods, our local team loves to give back to the community.
Helping Hands for Single Moms
Helping Hands for Single Moms is dedicated to helping low-income single mothers obtain college educations. Mercer Advisors supports their mission through sponsorships and volunteering.
St. Mary’s Food Bank
St. Mary’s Food Bank, provides nutritious food to families, children, and seniors throughout Arizona. Mercer Advisors works with them each year to help provide hunger relief to millions in need.
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 Nancy Hudak, a member of our office, in her annual participation.
Clicking on the above link (if provided) will take you to a third-party site, not affiliated with Mercer Advisors.