Mercer Advisors is proud to help families in Upstate New York with all their wealth management needs. With a team of local CFP® professionals, we provide highly tailored guidance to individuals, families, and businesses.
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.
Upstate New York
Upstate New York Offices Fast Facts & Specialties
- Deep experience with: Individuals nearing or in retirement, charitable giving strategies, tax and estate planning, and individuals who own land or forested acreage.
- Retirement planning expertise: Our team specializes in helping people at or near retirement devise strategies to maximize income while minimizing taxes.
- Complex estate and gift planning: With the uncertainty of estate tax rules, having a proactive estate and gifting plan is place is imperative.
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Upstate New York community and specializes in areas relevant to local residents.
Financial success may mean early retirement, paying for grandchildren’s college, or even the ability to impact your community by leaving a legacy to local charities. It is our job to help you succeed in your personalized goals.
In Our Community
From sharing our knowledge to volunteering to improve our neighborhoods, our local team loves to give back to the community.
Financial Planning Association of Greater Rochester, NY
Jamie is the current president of the FPA in Rochester where she elevates the profession through monthly peer seminars on various financial planning topics. She also speaks on income tax issues and CFP® ethics.
Foodlink
Foodlink is invested in the fight against hunger and poverty in Rochester and the Finger Lakes. Our Fairport office has helped them prepare food donations for distribution to those in need.
New York Forest Owners Association
The New York Forest Owners Association is dedicated to encouraging well informed management of privately owned woodlands. Mercer Advisors supports their mission through speaking engagements.
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