Mercer Advisors
Mercer Advisors is a leading total wealth management and financial planning firm headquartered in Denver, Colorado. Founded in 1985, Mercer has earned a reputation as a trusted partner for families seeking to amplify and simplify their financial lives. Over the decades, the firm has become one of the premier integrators of growth-oriented, fiduciary-based financial advisors, dedicated to delivering holistic wealth solutions and enhancing client outcomes. Mercer Advisors offers a comprehensive suite of fee-based family office services, including financial planning, estate and tax planning, insurance solutions, and corporate trustee and trust administration services. Through its integrated approach, Mercer empowers clients to manage, grow, and protect their wealth with confidence and clarity.
MERCER ADVISORS
Mercer Advisors is a leading integrated wealth management and financial planning firm, delivering comprehensive services as a trusted fiduciary.
The firm’s offerings are executed by a unified team of financial planners, investment professionals, accountants, and estate specialists, ensuring coordinated and personalized solutions for clients.
Mercer serves families across the spectrum—from mass affluent to ultra-high-net-worth households—as well as institutional clients including companies, endowments, and foundations.
Recognized for its excellence, Mercer Advisors was ranked No. 1 RIA firm in the nation by Barron’s 2024 Top 100 Registered Investment Advisor Firms, reflecting its commitment to client-focused, results-driven wealth management.
CORE SERVICES
Financial Planning – Comprehensive, goals-based strategies including retirement planning, education funding, debt management, wealth transfer, and legacy planning.
Tax Planning and Preparation – Year-round tax strategy, return preparation, tax-loss harvesting, and estate and charitable tax planning.
Investment Management – Personalized portfolio construction, active and passive strategies, tax-efficient investing, ESG options, and access to private markets and alternative assets.
Estate Planning – Will and trust structuring, succession strategies, charitable foundations, and coordination with legal professionals.
Insurance Solutions – Life, disability, and long-term care insurance, property and casualty coverage, annuities, income protection, risk analysis, and policy updates.
Trustee Services – Trust administration, fiduciary oversight, estate settlement, and collaboration with third-party trustees.