Mercer Advisors

Overview

Mercer Advisors is an independent registered investment advisory firm based in Denver, Colorado, founded in 1985. The company specializes in comprehensive wealth management and financial planning services for mass-affluent and high-net-worth families, as well as institutional clients. With approximately $70 billion in client assets, it operates nationally through over 100 locations and employs more than 1,190 professionals.

The firm offers a variety of services, including fee-based investment management, financial planning, family office services, retirement benefits planning, estate and tax planning, insurance solutions, and corporate trustee services. It is recognized as the top Registered Investment Advisor firm in the nation by Barron's 2024 Top 100 RIA Firms, emphasizing a fiduciary approach and employing qualified professionals such as Certified Financial Planners, Chartered Financial Analysts, and Certified Public Accountants to provide tailored financial strategies.

Basic Information

Contact Details

• Phone: +1 888-885-8101
• Website: merceradvisors.com
• LinkedIn: linkedin.com/company/mercer-advisors

Key Focus Areas & Initiatives

• holistic wealth management
• financial planning
• family wealth office
• investment management
• risk management
• asset protection
• estate
• tax & legacy planning
• retirement plan design & administration
• wealth management
• wealth transfer
• multi-family office
• tax preparation services
• non-discretionary advisory
• financial planning & advisory services
• estate planning
• investment strategies
• multi-generational planning
• tax-efficient investing
• family office services
• client-centric approach
• investment advisory
• financial consulting
• private client services
• esg investing
• estate transfer strategies
• retirement planning
• non-profit advisory
• holistic financial planning
• fiduciary
• philanthropic planning
• asset allocation
• wealth structuring
• independent advisor
• comprehensive services
• succession planning
• alternative investments
• tax planning
• insurance solutions
• customized wealth solutions
• small business financial planning
• fiduciary duty
• asset management
• trust services
• institutional-grade portfolios
• personalized solutions
• discretionary investment management
• trust administration
• estate planning services
• wealth preservation
• b2c
• non-profit
• consulting
• services
• other financial investment activities
• family office
• wealth advisory
• risk assessment
• financial services
• law practice
• legal services
• management consulting
• nonprofit organization management
• career counseling
• financial advising
• investing
• professional services
• tax services

Technologies Used

• Amazon SES
• Atlassian Cloud
• Bluekai
• CallRail
• Google Maps
• Google Maps (Non Paid Users)
• Google Tag Manager
• Greenhouse.io
• Mobile Friendly
• Outlook
• React
• Route 53
• Salesforce
• Typekit
• WordPress.org

Affiliated Organizations & Regional Branches

• Transitions Wealth Management, LLC
• Waypoint Capital Advisors, LLC
• Fure Financial Corporation
• Mercer Advisors, Formerly Lake Point Advisory Group
• Steward Wealth Management
• First Ohio Planning, LLC.
• Infinitas, LLC
• Arbor Asset Management
• Kingfisher Capital, LLC
• Miller Advisors, Inc.
• Chapel & Collins, LLC
• PARAGON Wealth Strategies, LLC
• West Oak Capital, LLC
• River Glen Wealth Counselors
• Full Sail Capital
• Edward Vance Investment Management
• Regent Wealth Management Group
• D Scott Neal Inc
• FinanSure
• Tufton Capital Management, LLC
• Benchmark Wealth Management, LLC
• Mercer Advisors, Formerly Epstein & White
• Vintage Financial Services, LLC
• Cordasco Financial Network
• Empyrion Wealth Management
• Ray Mignone
• Private Asset Management, Inc.
• Regis Management Company, LLC
• ACG Wealth
• Jackson Financial Management
• Frango Financial LLC
• Resource Planner Consultants
• Mark D. Cunningham