Why Mercer Advisors
We exist so that you don’t have to worry about money.
- A Family Office For Your Family
  to help amplify and simplify your financial life — and your family’s future.
  - A Unified In-House Team
    of planners, investors, accountants, and estate specialists that designs — and executes — your financial plan.
  - A Hand-Picked Wealth Advisor
    who is focused on serving you, not on finding new clients.
  - An Institutional-Grade Portfolio
    that is tailored specifically for you, and managed by a team of 100+ investment professionals (not just one advisor).
  - A Boutique Fiduciary with National Strength
    that combines intimate service and sophisticated capability, and only acts in your best interest.
Delivering Solutions
We connect the dots of your financial life by unifying financial planning, investment management, tax, estate, insurance, and more.
Core Solutions

Financial Planning

Tax Planning & Preparation

Investment Management

Estate Planning

Insurance Solutions

Trustee Services
Specialty Solutions
Working Together
We believe in meeting you where you are.
Our Team

Our Advisory Team
More than 360 advisors to choose from.

Engaging Us

Wealth Stages
White-glove service, tailored to your needs.
Our Locations

Full-service wealth management where you are.

See All Locations

Find a Location Near You

Zip Code
Sharing Knowledge
Browse insights and podcasts from our advisors and specialists.
Insights
Articles, market commentary, and resources to support your financial journey – from investing to retirement and beyond.

Market Commentary
Personal Finance
Investing
Retirement
Taxes
Estate Planning
Insurance Protection
Family & Finance
Webinars
Podcasts
Subscribe
The Latest Insights
What Is Umbrella Insurance and Do I Need It? Answers To FAQs
Umbrella insurance provides added and different coverage to policies like homeowners with more protection from liability.

Contact
Login

Insights

View All Market Commentary Personal Finance Investing Retirement Taxes Estate Planning Insurance Protection Family & Finance

Couple Avoiding 10 Common Estate Planning Mistakes

10 Common Estate Planning Mistakes to Avoid

November 11, 2024

6 Year-End Tax Planning Strategies To Help Save On Taxes for 2024

November 8, 2024

Year-End Financial Checklist: Key Actions To Consider Now

November 7, 2024

Are You Medicare-Eligible and Covered by an Employer Health Plan? 2025 Changes May Impact You

November 5, 2024

Q4 Markets Outlook Webinar

November 1, 2024

Do I Have Enough Money To Retire? 5 Key Considerations

October 31, 2024

Energy Prices on the Eve of the Election: Insights From Our CIO

October 30, 2024

Woman reviewing her portfolio with patience

Patience and Your Portfolio: The Bottom-Line Value of the Long-Term View

October 29, 2024

Man thinking about paying off him mortgage

Should I Pay Off My Mortgage When I Retire?

October 28, 2024

Can Homebuyers Deduct Seller-Paid Points in Today’s Evolving Real Estate Market?

October 24, 2024

Should You Consider Long-Term Care Insurance Through a Life Policy?

October 23, 2024

Strategies for Women Who Take a Career Break

October 22, 2024

Ready to learn more?

Let’s Talk

Explore More

person sitting with an insurance advisor looking at paperwork

Personal Finance

What Is Umbrella Insurance and Do I Need It? Answers To FAQs

July 3, 2025

Personal Finance

The House Tax Bill: No Tax on Tips or Overtime

July 1, 2025

Taxes

How Much Can You Give in 2025 Without Paying Gift Tax?

June 30, 2025

Continue Browsing

Women & Wealth
Estate Planning
Federal Employees

Mercer Advisors

Let’s Talk

888.920.1320

Quick Links
Client Resources
Corporate Information
Mercer Advisors for Your Organization
- Business Retirement Plans
- Endowment & Foundation Services

X (Twitter)LInkedIn Facebook Instagram RSS

All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through select third parties unaffiliated with Mercer Advisors. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is a parent company of Mercer Global Advisors Inc. and is not involved with investment services. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER® certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Terms & Conditions
Privacy & Security
Firm Brochure Adv Part 2A
Form CRS
Personal Information Collected
Your California Privacy Choices

Click here to connect with our team Connect with our team

Almost done! Almost done!

Request received. Request received.

How would you like to connect?

To explore if Mercer Advisors is a good fit for you, the next step is a short conversation with one of our team members. Please select a way we can get in touch.

Call Me Soon

Our team will call you soon to discuss your wealth management needs and answer your questions.

Schedule a Call

Select a date and time that works with your schedule.

Schedule Now →

Let’s get started.

First, fill out the form below. Next, our team will call you.

1

We'd love to get to know a little about you.

First Name

Last Name

Phone Number

2

What would you like your advisor to help you with? (Select all that apply) (Optional)

Financial PlanningStrategic Tax PlanningInvestment ManagementEstate PlanningRetirement PlanningOther

3

Why are you looking for an advisor now? (Select all that apply) (Optional)

Family / Health SituationProfessional ChangeFinancial WindfallUnhappy With Advisor(s)Getting OrganizedNot Sure

4

Great! Do you work with a financial advisor today? (Optional)

Yes, but need a changeYes, but have too manyNo, but I had oneNo, never worked with one

5

When would you like to improve your financial strategy? (Optional)

As soon as possible.Within 3-6 months.Within the next year.No specific time frame.

6

Almost there! How much do you have saved in cash and investments? (Optional)

E.g., brokerage accounts (e.g., stocks, ETFs), savings, checking, CDs, 401(k), IRA, 403(b)

Less than $300,000$300,000+$1 Million+$3 Million+$10 Million+ $30 Million+

7

One last question as we wrap up! (Optional)

Anything else you’d like us to know before you speak with an advisor?

By submitting this information, you are selecting to receive promotional communications from the Mercer Advisors team. If you are a California resident and interested in learning more about personal information we may collect, please click here.

reCAPTCHA helps prevent automated form spam.

The submit button will be disabled until you complete the CAPTCHA.

← Back

Three quick steps to schedule a call with our team.

Prefer to call us?

888.920.1320

How We Work
Ascend Group

How We Work
Ascend Group

For Individuals:

Tax Planning
Trustee Services

Tax Planning
Trustee Services

For Businesses & Nonprofits:

Business Retirement Plans
Endowments & Foundations

Business Retirement Plans
Endowments & Foundations

Find an Advisor
Locations
Advisory Team Directory

Find an Advisor
Locations
Advisory Team Directory

Insights
Podcasts
Newsroom

Insights
Podcasts
Newsroom

Partner With Us

Partner With Us

Careers

Careers

Mercer Advisors Client Portal
Investment Accounts
Financial Planning Portal

Mercer Advisors Client Portal
Investment Accounts
Financial Planning Portal

Client Relationship Summary

Client Relationship Summary