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.
Arizona
Arizona Offices Fast Facts & Specialties
- Service over sales: Your advisors will be focused on you, not on finding new clients. (We have a separate team for that.)
- Institutional-grade investing: Our approach is modeled after the best practices of the world’s largest institutional investors, including a science-based approach and access to private markets for those who qualify.
- Specialty services: You’ll have access to financial guidance for all the important areas of your life, including retirement, family and health, profession and work, unique assets, and more.
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Arizona 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.
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.
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