Mercer Advisors is proud to call Greater Tucson 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 Tucson
Greater Tucson 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 Tucson 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.