Merceradvisors.com

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Mercer Advisors

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Firm

Mercer Advisors Inc. provides wealth management services, which include financial planning, investment management, and retirement plan services for individuals. Mercer Advisors Inc. was founded in 1985 and is based in Santa Barbara, California. It also has offices in Schaumburg, Illinois; Novi, Michigan; Alpharetta, Georgia; Dublin, Ohio; West Conshohocken, Pennsylvania; Bellevue, Washington; Houston, Texas; and Scottsdale, Arizona.

Founded: 1985

Headquarters: Santa Barbara, CA

CEO: Dave Welling

Subsidiaries: Financial & Investment Management Group Ltd · Hart Capital Management · Fabian Wealth Strategies, Inc. · Adam Financial Associates Inc · Sigma Investment Management · Rowland Carmichael Advisors · Traust Sollus Wealth Management · Republic Wealth Advisors · Fabian Wealth Strategies · First Ohio Planning, LLC. · Jackson Financi… New content will be added above the current area of focus upon selection

Parent organization: Genstar Capital

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  • Host name: 172.67.71.196
  • IP address: 172.67.71.196
  • Location: United States
  • Latitude: 37.751
  • Longitude: -97.822
  • Timezone: America/Chicago

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Site Inspections

Websites Listing

Comprehensive Wealth & Financial Management | Mercer Advisors

Www.merceradvisors.com Oct 21, 2020  · As a full-service wealth management firm, Mercer Advisors helps you with all aspects of your financial life. From customized financial planning and investment management to proactive tax planning and preparation, retirement planning, estate planning, and corporate and family trustee services, we are here for you.

Client Login - Mercer Advisors Comprehensive Wealth Management

Www.merceradvisors.com Login to the client portal to access your account. Mercer Advisors is one of the country’s first independent certified financial planners, and as your financial advisors, we are committed to …

Mercer Advisors

Www.merceradvisors.com Together Dragon Financial Group and Mercer Advisors bring extensive expertise helping clients manage their wealth. As a full-service wealth management firm we help with all aspects of your financial life, from customized financial planning and investment strategies to proactive tax planning and preparation, retirement planning, estate planning, and corporate trustee services, we have your life ...

Mercer Advisors

Www.merceradvisors.com Together Republic Wealth Advisors and Mercer Advisors bring extensive expertise helping clients manage their wealth. As a full-service wealth management firm we help with all aspects of your financial life, from customized financial planning and investment strategies, to proactive tax planning and preparation, retirement planning, estate planning, and corporate trustee services, we have your ...

Mercer Advisors

Www.merceradvisors.com Together GFS and Mercer Advisors bring extensive expertise helping clients manage their wealth. As a full-service wealth management firm we help with all aspects of your financial life, from customized financial planning and investment strategies to proactive tax planning and preparation, retirement planning, estate planning, and corporate trustee services, we have your life journey covered.

Mercer Advisors

Www.merceradvisors.com Together AL Hewitt Inc. and Mercer Advisors bring extensive expertise helping clients manage their wealth. As a full-service wealth management firm, we help with all aspects of your financial life, from customized financial planning and investment strategies, to proactive tax planning and preparation, retirement planning, estate planning, and corporate trustee services, we have your life ...

Edward Dunphy | Mercer Advisors

Www.merceradvisors.com Ed began his career in the Financial Services Industry in 2004. Prior to Joining Mercer, he spent most of his career with TD Ameritrade providing wealth solutions for high-net-worth clients as a Senior Financial Consultant before becoming a Branch Manager in New York City.

Kara Duckworth | Mercer Advisors

Www.merceradvisors.com Kara has been providing comprehensive wealth management services to high-net worth clients since 1998. In addition to her role as a Client Advisor at Mercer Advisors, she leads the company’s InvestHERS initiative, focused on providing customized financial planning to serve the specific needs of women and working to increase the number of female professionals at the firm.

Jennifer Baick | Mercer Advisors

Www.merceradvisors.com Jennifer began her wealth management career in 1999. Her past professional experiences include financial planning at Prudential and Citigroup, retirement consulting at Samsung, and complex wealth planning for high-net-worth families at First Foundation Advisors and Freestone Capital Management. Jennifer’s areas of expertise include multi-generational wealth, legacy planning, retirement ...

Kimberly Lorenz | Mercer Advisors

Www.merceradvisors.com Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies.

Joseph Young | Mercer Advisors

Www.merceradvisors.com Joseph began his career in wealth management in 2004. Prior to joining Mercer Advisors, he worked at Merrill Lynch Global Wealth and Investment Management as a senior wealth management and portfolio advisor. At Merrill Lynch, Joseph specialized in financial, estate, and investment planning for high-net-worth individuals and institutions.

Loren Pierson | Mercer Advisors

Www.merceradvisors.com Loren has a passion for creating the right strategies for his clients to achieve Economic Freedom and accomplish their life goals along the way. He has been providing comprehensive financial planning to clients since 2001. Prior to joining Mercer Advisors, Loren worked for a major investment bank handling financial planning and investments for wealthy individuals and institutions.

Using Silver as a Hedge Against Inflation | Mercer Advisors

Www.merceradvisors.com Sep 21, 2020  · Aligning Charitable Giving, Estate, and Tax Planning. Apr 7, 2021. 5 Steps to Take Back Control After COVID-19. Mar 26, 2021. Help! I’m Afraid to Retire, Even Though I Can Afford to

Devin Farrow | Mercer Advisors

Www.merceradvisors.com Devin has a passion for helping high-net-worth families manage their wealth through comprehensive financial planning and investment management. Prior to joining Mercer Advisors he worked in a variety of roles, including Senior Financial Consultant at TD Ameritrade, Internal Regional Wholesaler for Franklin Square Capital Partners, and most recently as Portfolio Consultant for TD Ameritrade ...

Santa Barbara Wealth Management, Financial Advisors ...

Www.merceradvisors.com Mercer Advisors has over 35 years of experience in financial planning and wealth management services, spanning investment management, retirement planning, estate planning, corporate trusts, tax planning and preparation, and more.We’ll match you with a financial advisor in Santa Barbara that best fits your needs. Our wealth advisors will take the time to fully understand your financial ...

Tim Kallas | Mercer Advisors

Www.merceradvisors.com Tim began his financial career in 1993. Prior to joining Mercer Advisors he worked in both Institutional and private wealth management client advisory roles. Having spent 20 years working for major Investment Banks and managing Institutional Equity Sales and Trading desks on the west coast he brings with him a wealth of experience in Equity Capital Markets and client service.

Podcast on Estate Planning Basics | Mercer Advisors

Www.merceradvisors.com Mar 20, 2018  · 5 Steps to Take Back Control After COVID-19. Mar 26, 2021. Planning for Career Interruptions. Mar 26, 2021. How Your Wealth Plan and Tax …

Jamie Block - Mercer Advisors Financial Planning & Strategies

Www.merceradvisors.com Jamie began her career in financial services in 1999 and is a registered member of The National Association of Professional Financial Advisors (NAPFA). She is also a treasurer of the Rochester Chapter of the Financial Planning Association. Jamie volunteers as an EMT for the Victor-Farmington Ambulance Corp and is involved with numerous local community organizations.

Strategic Tax Planning Services & Management | Mercer Advisors

Www.merceradvisors.com Mar 27, 2020  · Tax planning is integral to maximizing and managing your wealth. And key to wealth management is having a financial plan that not only takes into consideration ways to reduce tax outlays in the long term, but how much you need to pay now and in the future.

Plan Now for Potential Tax Changes | Mercer Advisors

Www.merceradvisors.com Nov 02, 2020  · Summary. Although next April 15 might seem like a long a time away, right now is the prime opportunity do some strategic 2021 tax planning. And depending on election results, you may want to make changes to your tax strategy this year to lock in the current low rates and gains you have made.

Bartlesville Financial Advisors & Wealth Management ...

Www.merceradvisors.com Our Bartlesville financial advisors and wealth management services are committed to your financial journey to economic freedom.

Nicholas Semko | Mercer Advisors

Www.merceradvisors.com Nick began his career in the Financial Services Industry in 2004. Prior to joining Mercer Advisors, he worked at Ameriprise Financial providing wealth planning and investment management for high-net-worth clients. Most recently, Nick was an assistant vice president/regional consultant at AllianceBernstein Investments in both the Midwest and New York Metro areas.

Hartford Wealth Management & Financial Advisors ...

Www.merceradvisors.com Mercer Advisors has more than 35 years of experience in financial planning and wealth management services, spanning investment management, retirement planning, estate planning, corporate trusts, tax planning and preparation, and more.We’ll match you with a financial advisor in Hartford that best fits your needs. Our wealth advisors will take the time to fully understand your financial ...

Harmon Laurin | Mercer Advisors

Www.merceradvisors.com Prior to joining Mercer Advisors, Harmon was the President of Sigma Investment Management Company. He also was a senior vice president for Columbia Management Company (now Columbia Threadneedle), establishing and managing its Private Wealth Services division in Portland, Oregon.

Portland Financial Advisors & Wealth Management | Mercer ...

Www.merceradvisors.com Mercer Advisors has more than 35 years of experience in financial planning and wealth management services, spanning investment management, retirement planning, estate planning, corporate trusts, tax planning and preparation, and more.We’ll match you with a financial advisor in Portland that best fits your needs. Our wealth advisors will take the time to fully understand your financial ...

Chuck Breuch | Mercer Advisors

Www.merceradvisors.com Chuck began his career in the financial services industry in 1985. Prior to joining Mercer Advisors, he held advisory and consulting roles in banking, finance, investments, and planning in Europe and then at Citicorp and Bank of America in San Francisco. During his tenure at Mercer Advisors, Chuck has moved with his wife and two sons to open and establish both the Chicago and Boulder branch ...

Estate Planning Services & Management | Mercer Advisors

Www.merceradvisors.com May 14, 2020  · From foundational estate planning basics to intricate planning issues—such as complex assets (a business), complicated family situations (you and your spouse have children from a previous marriage), or other circumstances (special needs or medical issues)—our in-house estate lawyers work in concert with our financial advisors to help you prepare for countless life scenarios.

Case Study: Traust Sollus Growth Trajectory | Mercer Advisors

Www.merceradvisors.com Traust Sollus joined Mercer Advisors seeking a national partner to expand their growth trajectory. Mercer Advisors' cultural fit, planning focus, and philosophy clinched the deal.

Denver Financial Advisors & Wealth Management | Mercer ...

Www.merceradvisors.com Mercer Advisors has more than 35 years of experience in financial planning and wealth management services, spanning investment management, retirement planning, estate planning, corporate trusts, tax planning and preparation, and more.We’ll match you with a financial advisor in Denver that best fits your needs. Our wealth advisors will take the time to fully understand your financial ...

Omaha Financial Advisors & Wealth Management | Mercer Advisors

Www.merceradvisors.com Mercer Advisors has more than 35 years of experience in financial planning and wealth management services, spanning investment management, retirement planning, estate planning, corporate trusts, tax planning and preparation, and more.We’ll match you with a financial advisor in Omaha that best fits your needs. Our wealth advisors will take the time to fully understand your financial situation ...

Haana Frank | Mercer Advisors

Www.merceradvisors.com Haana has been in the financial industry since 2010. After working as a Sales and Service Manager for U.S. Bank, she transitioned to wealth management, serving as a Client Associate for Stifel Nicolaus Investments for four years before joining Mercer Advisors.

Item 1 Form ADV Part 2A / Disclosure Brochure

Www.merceradvisors.com 1 Mercer Global Advisors Inc. – ADV Part 2A MERCER GLOBAL ADVISORS INC. 1200 17th Street, Suite 500 Denver, Colorado 80202 Contact: William A. Nelson, JD, LLM, Chief Compliance Officer

Wealth Management & Financial Planning Careers | Mercer ...

Www.merceradvisors.com Interested in a wealth management and financial planning career? Join Mercer Advisors, a national registered investment advisor that works with individuals, families, and businesses.

GFS Private Wealth Case Study | Mercer Advisors

Www.merceradvisors.com GFS Private Wealth was acquired by Mercer Advisors in 2017. They were originally founded by Greg Willsey and Sandra Nesbit in 2012 after more than 25 years of industry experience.

Houston Financial Advisors & Wealth Management | Mercer ...

Www.merceradvisors.com Mercer Advisors has more than 35 years of experience in financial planning and wealth management services, spanning investment management, retirement planning, estate planning, corporate trusts, tax planning and preparation, and more.We’ll match you with a financial advisor in Houston that best fits your needs. Our wealth advisors will take the time to fully understand your financial ...

San Diego Financial Advisors, Wealth Management | Mercer ...

Www.merceradvisors.com Mercer Advisors has more than 35 years of experience in financial planning and wealth management services, spanning investment management, retirement planning, estate planning, corporate trusts, tax planning and preparation, and more.We’ll match you with a financial advisor in San Diego that best fits your needs. Our wealth advisors will take the time to fully understand your financial ...

Claire Layman | Mercer Advisors

Www.merceradvisors.com Claire has made her way out to Colorado from the Midwest. She grew up in Springfield, Missouri where she interned at a wealth management firm, which helped her decide to pursue a finance degree at the University of Kansas.

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