Established in 1985, Mercer Advisors is a fee-based total wealth managment firm. Our Wealth Managment teams use a systematic, collaborative approach that combines award-winning and academically validated investment strategies with best-in-class financial planning and portfolio execution practices designed to increase return, reduce risk and mitigate tax exposure within client portfolios.
Mercer Advisors' services include: financial planning, investment management, proactive tax management, risk managment, retirement plan design & administration and retirement distribution planning. As a registered Investment Advisor (RIA), Mercer Advisors is regulated by the SEC and held to a fiduciary standard.
Complimentary Wealth Managment Consultation- Sign up Today!
Our complimentary Wealth Managment Consultation is structured to provide a glimpse into how our team of experts can help you establish clarity regarding your finances, investments, retirement plan and other components of your financial life.
Your complimentary Wealth Management Consultation may include:
- Discovery and review meetings
- Comprehensive Investment Portfolio Design Analysis
- In-Depth Retirement Plan Review
- Financial planning recommendations
Some of the areas in which our experts will offer guidance include:
Portfolio Longevity - Will your retirement savings and investment plan allow you to maintain your current lifestyle during your retirement years? Is your portfolio optimally designed and expertly managed to help ensure you will not run out of money? How much are you able to spend safely and still save adequately for your future needs?
Asset Protection - Do you have a written investment policy? Are your goals, risk tolerance and time horizon clearly defined and designed to meet your specific long-term needs? Are the assumptions used in your investment strategy aligned correctly with your life situation and financial goals?
Tax Sheltering - Are you able to maximize your savings by leveraging sophisticated tax managment strategies? Are your qualified retirement plan contributions maximized?
Risk and Leverage - Have you taken on unknown or unnecessary risk in an effort to increase your returns or protect your assets? Are you strapped by debt and unsure of how to move forward? Are you able to fund dreams that you did not think you could afford?
Your Mercer Advisors Representitve