Established in 1985, Mercer Advisors Inc. is a total wealth management firm that provides comprehensive financial planning and investment management, as well as other financial services including proactive tax planning, insurance, retirement plan design and administration. In addition, for dental professionals, Mercer Advisors offers practice consulting and transition services.
Kendrick Mercer, the founder of Mercer Advisors, was dedicated to improving the lives of his clients both professionally and personally. This dedication continues today as Mercer Advisors currently helps more than 3,300 clients to fund their life goals and support their lifestyle throughout retirement.
Quick Facts*:
More than $3.9 billion in assets under management
Over 150 employees including Certified Financial Planners™, CPAs, MBAs, attorneys, retirement plan specialists, practice consultants and transition specialists
National presence with branch offices located in eleven major cities
Ranked by Investment News* as one of the top five financial planning firms in the U.S.
Ranked by Investment News* and Forbes* as one of the largest fee-only Registered Investment Advisors in the U.S.
*1 Data as of May 2011
*2 Investment News and Forbes rankings for investment management-related information are
for Mercer Global Advisors Inc. Rankings are based on assets under management.
Specialties
Total Wealth Management, Comprehensive Financial Planning and Investment Management, Proactive tax planning, insurance, retirement plan design and administration, For dental professionals: practice consulting and transition services
New hires at Mercer Advisors
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Financial Advisor - Institutional Services
Came from...
WebsterRogers Financial Advisors LLC, Investment Advisor Associate
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