For too long, too many American families have been left on their own to get their financial plan, investments, estate plan, taxes, insurance coverage, and more all working together.
At the same time, many advisors at small and mid-size firms recognize they could serve their clients better if they had access to broader offerings, stronger sales and marketing, and more robust back-office support.
We believe everyone involved deserves better. That’s why we built a firm to make family office-type services available to more families, while providing advisors with the operational and cultural environment they need to thrive.
Here’s how our platform meets both of those needs.
We are living in an era of service expansion, and financial planning alone is table stakes and no longer a competitive differentiator.
A Wealth Management Platform that Always Puts Clients First
Our “Family Office for Your Family” is a comprehensive, differentiated offering designed to deliver more value to your clients.
A unified in-house team of advisors, planners, investors, accountants, and estate strategists that designs – and executes – the client’s financial plan
We have 300+ specialists who are all full-time employees, a ~1:1 ratio with lead advisors.
A hand-picked advisor who is focused on serving clients, not on finding new ones
New clients are matched with an advisor best suited to them. (You retain your existing clients.)
An institutional grade, personalized portfolio managed by a team of 100+ investment professionals, not just one advisor
Custom portfolios for every family, backed by a true buyer’s collective.
A boutique fiduciary with national strength that combines intimate service and institutional capability, and only acts in our clients’ best interests.
We have the commitment and scale to deliver on the promises we make to our clients.
A Platform Engineered to Support and Empower Advisors
Our robust, centralized teams provide sales, marketing, and specialized expertise, so that Advisors and their teams can focus on serving their clients.
A Platform to Scale Your RIA Without Sacrificing Quality or Culture
Boutique firms are known for great service and culture. Large firms typically have more resources. By integrating the best of both, we enable local teams to scale.
A Platform that Embraces Evolution and Fresh Thinking
When choosing Mercer Advisors, you’re not just joining a platform, you’re helping shape it — as these RIAs have.
Deepened our UHNW service model and private markets platform.
Created strongholds into new markets.
Significantly expanded our tax planning and preparation team and resources.
Significantly expanded our Trust Services group.