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About Mercer Global Advisors Inc.
Mercer Advisors stands out as a comprehensive financial services firm dedicated to enhancing the financial well-being of individuals and families. With a client-centric philosophy, Mercer Advisors connects clients with a dedicated team that includes a regional vice president, financial planner, wealth advisor, and client service specialist. These professionals collaborate to provide holistic financial solutions.
One of the standout features of Mercer Advisors is its institutional-grade personalized portfolio management, overseen by a team of full-time investment experts. The firm also prides itself on hand-picking advisors focused exclusively on serving clients, emphasizing quality over quantity.
As a fully independent, national fiduciary, Mercer Advisors is unwavering in its commitment to working in the best interests of its clients. The firm's holistic approach encompasses financial planning, investment management, tax planning, estate planning, insurance solutions, and trustee services, ensuring a comprehensive and integrated wealth management experience.
Mercer Advisors offers access to its renowned high standard of care, providing a distinctive and client-centric approach to building and preserving wealth.
Pricing options
Regulatory filings
Areas of specialty
- Financial Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Solutions
- Trustee Services
- Business Retirement Plans
- Endowments
- Foundations
More about Mercer Global Advisors Inc.
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 147363 | 400 |
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