Get Advice on Your Next Steps.

Meet with an advisor to discuss your financial goals and gain a solid understanding on what your next steps should be to achieve economic freedom.

During this complimentary, no obligation, conversation, we will discuss:

Your Current Financial Situation
Short and Long-term Goals
Your Financial Concerns
Advice to Help You Achieve Your Goals

Schedule A Complementary Financial Review

Please be advised that our firm minimum for clients is $250,000.

About Mercer Advisors

Comprehensive Wealth Management

As a full-service, fee-only, fiduciary wealth management firm, Mercer Advisors has your life journey covered, from growing your wealth to securing your legacy.

Our team of professionals, CPAs, CFPs, and lawyers, come together to support your advisor, helping you to navigate the ups and downs of the market, changing tax laws, early retirement, college bills, and so much more.

What makes us different

  • 30+ years working with individuals, families, and business owners, helping them plan and manage their wealth so they can pursue the things they like most, such as spending time with family, friends, and pursuing their personal interests.

  • We are proactive in everything we do, planning for today’s needs as well as your future.

  • Tailored services for each client because we understand that everyone has diverse needs and ideas on how they want to enjoy their financial freedom.

We've Got You Covered

Financial PlanningA comprehensive financial plan that reflects your life’s journey and integrates with your personal, business, and financial life.
Investment ManagementAn investment plan tailored to your long and short-term goals that includes tax management strategy and risk mitigation.
Estate PlanningDedicated, in-house estate lawyers who work in conjunction with your advisor team to fulfill a singular goal: protect you, your loved ones, and everything you have worked for.
Tax Planning & Preparation - Strategies to minimize your tax impact by considering today’s tax laws as well as anticipating how the choices you make today can affect your tax situation and lifestyle tomorrow.
Corporate Trustee Solutions for clients whose financial, family or business needs require the services of a professional fiduciary.

Awards & Recognition