Leading national fiduciary wealth management firm
Mercer Advisors is a leading independent registered investment advisor managing $48 billion of assets for roughly 28,000 customers via approximately 900 employees. The company services mass-affluent and high-net-worth families as well as a range of institutional clients. Mercer attracts and retains clients by offering comprehensive wealth management solutions including fee-based investment management, financial planning, family office services, retirement planning, estate and tax planning, insurance solutions, and trust-related services. The company was founded in 1985 and is headquartered in Denver, Colorado.