Manage. Maintain.
Grow your wealth.
What makes us the right choice for you:
- A unified in-house team of financial planners, investment managers, tax accountants, and estate attorneys–anchored by a dedicated advisor
- A hand-picked advisor who is focused on serving you, not on finding new clients
- An institutional-grade, personalized portfolio managed by advisors with expertise
- A fully independent, national fiduciary committed to always working in your best interest
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What makes us the right choice for you:
- A unified in-house team of financial planners, investment managers, tax accountants, and estate attorneys–anchored by a dedicated advisor
- A hand-picked advisor who is focused on serving you, not on finding new clients
- An institutional-grade, personalized portfolio managed by advisors with expertise
- A fully independent, national fiduciary committed to always working in your best interest
For nearly 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives. How? By integrating expertise in financial planning, investing, tax, estate, insurance, and more, all under one roof. Because your finances work better when they work together.
How Mercer Advisors Does Institutional-Grade Investing
A Team of Professionals Overseeing What’s in Your Portfolio
Investment Committee-led decision making
Investing Based on Facts, Not Fads
Evidence-Based Investing
Scale that Matters
Direct access to leading investors, typically with lower fees
A Remarkable Level of Oversight
FULL-TIME PORTFOLIO AND MARKET MONITORING
What Exactly do We do for You?
Financial Planning
Investment Management
Tax Planning & Preparation1
Estate Planning2
Insurance Solutions3
Trustee Services4
Mercer Advisors. A fully independent, national fiduciary.
1 Tax preparation and tax filing are a separate fee from our investment management and planning services.
2 Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice is provided through select third parties unrelated to Mercer Advisors.
3 Mercer Global Advisors has a related insurance agency. Mercer Advisors Insurance Services, LLC (MAIS) is a wholly owned subsidiary of Mercer Advisors Inc. Employees of Mercer Global Advisors serve as officers of MAIS.
4 Trustee services are offered through select third parties with which a client would engage directly, as such additional fees may apply.
Company statistics as of February 29, 2024. Client assets refers to client assets under management (AUM) and client asset under advisement (AUA) by both Mercer Global Advisors, Inc. and Regis Acquisition Inc. Client Assets includes assets gained from recent acquisitions where the advisory agreements have been properly assigned to Mercer Global Advisors, but the custodial accounts have yet to be transferred and/or the accounts have yet to be migrated to Mercer Global Advisors’ portfolio management system. Please note, past performance is not a guarantee of future results. Mercer Global Advisors Inc. and Regis Acquisition Inc. are affiliated SEC registered investment advisers and deliver investment advisory and family office related services. Mercer Global Advisors Inc. and Regis Acquisition Inc. are subsidiaries of Mercer Advisors Inc., a parent company not involved with investment services.