Welcome to Mercer Advisors in Greater Minneapolis

Experienced Financial Planners in Minneapolis

Mercer Advisors is proud to support families in the Twin Cities with their comprehensive wealth management needs by offering a combination of personalized service and local expertise. Our team which includes CFP® Professionals offers tailored, professional guidance to a diverse range of families and businesses, including many local executives with highly concentrated stock positions.

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.

John Mowery
John Mowery Wealth Advisor, Director
Greater Minneapolis
Ready to get in touch? My team and I are here to help.
Lucas Schwaller
Lucas Schwaller, CTFA®, CES® Sr. Vice President
Greater Minneapolis

Our Greater Minneapolis Office Locations

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

  • We excel in working with local executives who have highly concentrated stock positions, providing tailored strategies to help manage and diversify their portfolios effectively.
  • We’ve got a time-tested track record of helping ultra-high net worth clients navigate the complexities of intergenerational wealth. We help simplify their financial picture while always respecting the unique dynamics of each situation. We’ve helped many families achieve their life plans, not just their financial goals.
  • We are dedicated to serving entrepreneurs by offering comprehensive financial planning and investment strategies tailored to their unique needs and goals.

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.

In Our Community

From sharing our knowledge to volunteering to improve our neighborhoods, our local team loves to give back to the community.

Nancy Hughes, CFP, speaking on a panel for Portfolio Summits

Nancy Hughes, CFP®, featured panelist for Portfolio Summits

Nancy Hughes, CFP, recently spoke on a panel for Portfolio Summits discussing women in wealth. Nancy is a 25-year financial services veteran and continues to raise the bar for wealth management through meaningful client relationships.

Learn more

Minneapolis team volunteering at the Resale Select store with Interfaith Outreach & Community Partners

Volunteering for Interfaith Outreach & Community Partners

Our team had the privilege of volunteering at Interfaith Outreach & Community Partners sorting donated clothes for their Resale Select store. Resale volunteers help IOCP clients meet their basic need of clothing – men, women, and children of all ages.

Learn more

Minneapolis team enjoying a day at the ballpark watching the St. Paul Saints

St. Paul Saints Baseball Outing

We enjoyed a day at the ballpark with the St. Paul Saints last week! Looking forward to our next team outing!

Learn more

Clicking on the above link (if provided) will take you to a third-party site, not affiliated with Mercer Advisors.

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

Sr. Vice President, Greater Minneapolis