www.merceradvisors.com
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Submitted URL: http://www.merceradvisors.com/
Effective URL: https://www.merceradvisors.com/
Submission: On December 07 via api from US — Scanned from DE
Effective URL: https://www.merceradvisors.com/
Submission: On December 07 via api from US — Scanned from DE
Form analysis 3 forms found in the DOM
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</form>GET https://www.merceradvisors.com
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</form>Text Content
Skip to content Search Search Close this search box. Search Search Close this search box. WHAT’S YOUR MONEY FOR? Because money without purpose is just paper Let’s Talk WELCOME TO A DIFFERENT KIND OF WEALTH MANAGEMENT that gets you to think about money like you’ve never thought about it before You can be so busy building wealth, chances are you rarely stop to ask yourself “what’s it all for?” That’s where we come in. Because to us, wealth management is much more than managing your portfolio. Instead, it’s about connecting all aspects of your financial life to help guide you to your ultimate destination. One where you can work hard by choice, not by necessity. And where you have the freedom to do what you want, when you want. Let’s Talk WHAT MAKES US DIFFERENT? We help you connect all the dots of your financial life Unlike many firms, our wealth advisors bring together an in-house, national team of specialized expertise across financial planning, investments, tax strategies, estate planning, trustee services, insurance, and more. They’re all communicating with each other, about you and with you. So instead of doing all the legwork, connecting all the financial dots yourself, our talented advisors are ready to help take that weight off your shoulders. How We Work WE PUT YOUR BEST INTEREST at the heart of everything we do We are held to the fiduciary standard. That means that we don’t tell you what you want to hear, we advise and recommend based on what is in your best interest for your individual situation, so you can make wiser decisions. Let's Talk Your Team A unified in-house team of advisors, financial planners, investment managers, tax accountants, and estate strategists Your Portfolio An institutional-grade personalized portfolio managed by a team of full-time investment professionals Your Person A hand-picked advisor who is focused entirely on serving you, not on finding new clients Your Firm A fully independent, national fiduciary committed to always working in your best interest WHY DO YOU WORK SO HARD? The most life-changing financial plans start with really big questions because ultimately, money is a means to an end. That end is you living the life you want, when you want. Let's Talk INVESTING ISN’T JUST ABOUT HITTING HOME RUNS It’s also about avoiding the strike outs Our investment philosophy is based on so much more than just returns. You get institutional grade money management, tailored to your needs. ACADEMIC Our investment strategies are rooted in science and research. They’re designed to incorporate the most innovative thinking available when it comes to portfolio design and manager selection. BALANCED Our mission is to build you a globally diversified, low cost, tax efficient portfolio, which is then rebalanced as circumstances change. All combined with exceptionally high-quality financial planning. INNOVATIVE We take a systematic and comprehensive approach with emphasis on saving as well as making money. Because what good are returns if your tax liabilities cancel them out? WHO DO YOU REALLY WORK FOR? Our financial plans are built around your true priorities in life. Helping you focus on the ‘who’, as well as the ‘why’, is another, crucial step in our process. It means the financial plans we create and adapt throughout your life will always be working not just for you but also for the people you care about. Let's Talk WE ARE COMMITTED TO THE WEALTH SUCCESS OF WOMEN. With 50% more female wealth advisors than the industry average, we’re at the forefront of helping women build their wealth success. If you’re a female investor and wealth builder, we can help you partner with a female advisor if you desire. Through shared experiences and understanding, we can give you the most pertinent advice for life events particular to you. Let's Talk SHARING OUR KNOWLEDGE LATEST: FAFSA UNVEILING NEW STREAMLINED APPLICATION December 1, 2023 Read More → 6 YEAR-END TAX PLANNING TIPS November 28, 2023 Read More → 5 SMART TAX TIPS FOR WIDOWS November 28, 2023 Read More → SUBSCRIBE TO OUR MERCER ADVISORS INSIGHTS First Name Last Name Email reCAPTCHA helps prevent automated form spam. The submit button will be disabled until you complete the CAPTCHA. WHY NOT GET IN TOUCH? Learn more about connecting the dots of your financial life. CALL TODAY 888.565.1681 888.565.1681 REQUEST CALL Let's Talk SCHEDULE CALL Choose Time LET’S CONNECT YOUR DOTS 888.565.1681 HOW WE WORK Wealth Path Ascend Group Financial Planning Investment Management Tax Planning Estate Planning Insurance Solutions Trustee Services Business Retirement Plans Endowments & Foundations FIND AN ADVISOR Locations Advisor Directory INSIGHTS MEDIA NEWSROOM PARTNER WITH US CAREERS CLIENT LOGIN Investment Accounts Financial Planning Portal Aspire Retirement Plan Portal CONTACT US Follow Us Linkedin Twitter Facebook Instagram Apple 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 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. Terms & Conditions | Privacy and Security Center | Firm Brochure Adv Part 2A | Form CRS. ©2023 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. By clicking “Allow All”, you agree to the storing of cookies on your device to enhance site experiences, analyze site usage, and assist in our marketing efforts. See our Cookie Policy for more information.Allow All