For over 30 years, Mercer Advisors has served individuals and families in New Mexico. We offer a personalized approach to your comprehensive wealth management needs.
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.
New Mexico
New Mexico Offices Fast Facts & Specialties
- Deep experience with: Medical professionals, entrepreneurs, tech leaders, real estate professionals, and engineers.
- Specialized solutions include: Real estate wealth, multi-generational succession planning, concentrated stock positions, divorce, and other life transitions.
- We’re proud that half of our client-facing team firm-wide are women.
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the New Mexico community and specializes in areas relevant to local residents.
I pride myself on attention to detail, and I enjoy imparting my knowledge of the technical elements of financial planning including taxes, insurance solutions, and estate planning to help my clients enhance and protect their wealth.
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.
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.
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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