Welcome to Mercer Advisors in Austin & San Antonio

San Antonio & Austin Wealth Management Services

With offices in both major cities, Mercer Advisors is proud to call the Austin and San Antonio metroplex home.

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.

David H. Levy
David H. Levy Signature
David H. Levy, MBA, CFP®, AEP® Sr. Wealth Advisor, Director
Austin & San Antonio
Ready to get in touch? My team and I are here to help.
Glen Minton
Glen Minton, CFP® Regional Vice President
Austin & San Antonio

Our Austin & San Antonio Office Locations

Austin & San Antonio 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 Our Talented Advisors

Our team is deeply embedded in the Austin & San Antonio community and specializes in areas relevant to local residents.

Ready to get in touch?
My team and I are here to help.

Regional Vice President, Austin & San Antonio