Mercer Advisors
Mercer Advisors is a total wealth management and financial planning firm based in Denver, Colorado. Founded in 1985, Mercer has been trusted to help families amplify and simplify their financial lives. Mercer has established itself as one of the premier integrators of growth-oriented, fiduciary-based advisors dedicated to enhancing their clients’ financial lives. The firm offers comprehensive, fee-based family office services, including financial planning, estate and tax planning, insurance solutions, and corporate trustee and trust administration services.
ABOUT MERCER ADVISORS
Mercer Advisors is a unified and integrated wealth manager serving investors as a fiduciary and providing a broad range of in-house services.
The firm's services are delivered through a unified team of financial planners, investment professionals, accountants, and estate specialists.
The firm provides a family office for families ranging from mass affluent to ultra-high-net-worth, and serves a spectrum of institutional clients, including companies, endowments, and foundations.
Mercer is the No.1 ranked RIA firm in the nation according to Barron's 2024 Top 100 Registered Investment Advisor Firms.
CORE SERVICES
The firm offers comprehensive, goals-based planning, retirement strategies, education and debt management, wealth transfer, and legacy planning.
Tax Planning and Preparation.
The firm offers year-round tax strategy development, return preparation and filing, tax-loss harvesting, and charitable giving and estate tax planning.
The firm provides personalized portfolio construction, active and passive strategies, tax-efficient investing, ESG options, and access to private markets and alternative assets.
Estate Planning.
The firm provides will and trust structuring, succession and inheritance strategies, charitable foundations, and coordination with legal professionals.
Insurance Solutions.
The firm offers life, disability, and long-term care insurance; property, casualty, and valuables coverage; annuities and income protection; and risk analysis and policy news.
Trustee Services.
The firm offers trust management and administration, fiduciary oversight, estate settlement, and collaboration with third-party trustees.