Mercer Advisors is proud to call Greater Minneapolis area 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.
Greater Minneapolis
Stronger Together
Mercer Advisors understands the importance of joining forces with impressive local advisory firms. Together, we can provide clients with a greater breadth and depth of services and value—and, most importantly, keep our promises to them.
We’ve worked hard to retain some of the best aspects of a local boutique firm: white-glove service that comes from an intimate understanding of our clients’ families, lifestyles, situations, and needs. We combine this with the type of resources, specialized personnel, and risk mitigation of a national firm.
Greater Minneapolis 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 Greater Minneapolis community and specializes in areas relevant to local residents.
Mercer Advisors has the resources to offer truly holistic financial planning. From helping clients maximize the tax efficiency of their giving to guiding them to become successful investors, the support of a talented team makes all the difference.
One of the greatest strengths of holistic financial planning is the ability to optimize a client’s entire financial picture over a long-term relationship. Mercer Advisors provides me with the resources to create as much value as possible for clients.
I have the privilege of serving families in their quest towards financial independence. By leveraging Mercer Advisors’ team of specialists in investment management, taxes and estate planning, I help clients achieve their goals.