Mercer Advisors is proud to call Wisconsin 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.
Wisconsin
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.
Wisconsin Offices Fast Facts & Specialties
- Specialized solutions for: Wisconsin Retirement Systems pension, tax planning, business ownership strategies, and wealth transfer planning.
- Deep experience working with: University of Wisconsin employees, farmers, C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions.
- Local expertise: Our team has deep roots in the community and decades of collective experience.
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Wisconsin community and specializes in areas relevant to local residents.
I believe in taking a comprehensive approach, integrating all aspects of financial health to help ensure our clients’ goals are met seamlessly.
My role is to provide clarity and confidence, helping clients navigate the complexities of their financial journey with ease.
Working closely with clients allows me to offer personalized strategies that evolve with their lives, ambitions, and challenges.
My role is to provide clarity and confidence, helping clients navigate the complexities of their financial journey with ease.
We build long-term relationships with clients, empowering them to make informed decisions that create lasting impact.
Working in a family office, I help families navigate complexities that grow alongside their wealth. By aligning financial strategies with family values, we bring clarity to decision-making, protecting both assets and relationships for generations.
I take pride in bringing clients a holistic approach to wealth management, from planning to implementation, every step of the way.