As a full-service wealth management firm, Mercer Advisors is all about helping our clients holistically—from investment management, financial planning, family office, retirement benefits and distribution planning, estate and tax planning, asset protection to corporate trustee and trust administration, we’ve got our clients covered.
Founded in 1985 as one of the country’s first, planning-focused independent registered investment advisory firms. For over 30 years, we have been delivering on our mission to help our clients achieve Economic Freedom.
Over the years we have opened more offices and added more team members who believe in these principles and the value of providing a set of services that take a truly holistic approach to our clients’ financial lives. From the very beginning we have held ourselves to the highest of standards to always act in our clients’ best interests. Quite simply because we believe our clients should expect and demand nothing less.