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Submission: On August 03 via manual from IN — Scanned from DE
Submission: On August 03 via manual from IN — Scanned from DE
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Skip to main content * Our Services * Financial Planning * Investment Management * Tax Planning * Estate Planning * Insurance Solutions * Corporate Trustee * Foundations and Endowments * Business Retirement Plans * Ascend Group * Who We Are * Our Story * Our Accolades * Our News * Meet Our Team * Advisors * Locations * Contact Us * Insights * All Insights * Women & Wealth * The Science of Economic Freedom Podcast * Partner With Us * Our Value * Our Acquisitions * Our M&A Team * Form CRS * Client Login * Investment Accounts * Financial Planning Portal * Aspire Retirement Plan Portal * 888.565.1681 * Contact Us Search for: Mercer Advisors Home > Meet Our Team > Jeremiah H. Barlow JEREMIAH H. BARLOW, JD Head of Family Wealth Services Jeremiah Barlow is the Head of Family Wealth Services, leading the centralized, advanced planning teams at Mercer Advisors, including estate planning, tax planning & preparation, insurance solutions, financial planning, and trust services. These teams allow Mercer Advisors to provide holistic financial planning to our clients. The team consists of a national team of professionals, including attorneys, CPAs, accountants, insurance specialists, trust professionals and CFP® professionals. As a knowledgeable thought leader, Jeremiah is regularly interviewed by the news media and financial press on a variety of estate, tax and industry-related matters. He's frequently interviewed by The Wall Street Journal, Bloomberg, HerMoney, HuffPost, Kiplinger and a variety of other media outlets. Prior to joining Mercer Advisors, Jeremiah owned a law practice focused on estate planning. He earned his Political Science degree from the University of Nevada, and his Juris Doctor from Western Michigan University. Jeremiah lives in Santa Barbara with his wife and sons. arrow-left arrow-right TALK TO US. First Name Last Name Phone Email address What would you like to discuss with us? 100 characters left. reCAPTCHA helps prevent automated form spam. The submit button will be disabled until you complete the CAPTCHA. phone 888.565.1681 Our Services Financial Planning Investment Management Tax Planning Estate Planning Insurance Solutions Corporate Trustee Foundation and Endowment Business Retirement Plans Ascend Group Who We Are Our Story Our Philosophy Awards and News Meet Our Team Locations Advisors Contact Us View Insights Market Commentary Financial Education Women and Wealth The Science of Economic Freedom Join Us Careers Acquisitions Client Login Mercer Advisors Client Login Financial Planning Portal Aspire Retirement Plan Portal Follow Us * * * * iTunes Follow Us * * * * iTunes 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 Advanced Services Law Group, Inc. 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 the 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. ©2022 Mercer Global Advisors Inc. All rights reserved. If you have questions related to our terms and conditions please email [privacy (at) merceradvisors (dot) com]. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply. | Terms & Conditions | Privacy and Security Center | Firm Brochure Adv Part 2A | Form CRS. ADD YOUR EMAIL TO DOWNLOAD THIS EXCLUSIVE CONTENT We use cookies to personalize content and ads, to provide social media features and to analyze our traffic. We also share information about your use of our site with our social media, advertising and analytics partners who may combine it with other information that you’ve provided to them or that they’ve collected from your use of their services. You consent to our cookies if you continue to use our website.I agreePrivacy and Security Center