Company intelligence
Mercer Advisors
A family office for your family.
About Mercer Advisors
Are you looking to amplify and simplify your financial life? For nearly 40 years, Mercer Advisors has been doing just that for families across the country by integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. With Mercer Advisors, you’ll benefit from a unified in-house team, a hand-picked advisor, an institutionalized-grade portfolio, and an independent national fiduciary legally obligated to always act in your best interest. Learn more about Mercer Advisors – a family office for your family.
Verified activity
Signals from Mercer Advisors
12 published signals
People
Mercer Advisors appointed Merrick Estes as Managing Partner.
Reported by Mercer Advisors
Presence & Recognition
Mercer Advisors CIO Don Calcagni participated on VanEck's Trends with Benefits podcast to discuss geopolitical risk, the weakening U.S. dollar, global diversification opportunities, and why investors may want to broaden their perspective beyond U.S. markets
Reported by Paul Barbehenn, CFA(R),CFP(R)
Research & Knowledge
Mercer Advisors published a guide titled Why Every Family Needs a Financial Plan covering the building blocks of financial planning and exploring how cash flow, taxes, investing, retirement, estate planning, and insurance can work together to support goals.
Reported by Mercer Advisors
Research & Knowledge
Mercer Advisors colleague Kimberly Foss shared retirement income planning tips and strategies on Roth conversions and tax-free growth for those nearing retirement.
Reported by Ben Rowse, CFP®, CAIA®
People
Mercer Advisors was named one of the Top 5 Largest Money Managers by the San Francisco Business Times.
Reported by Jojo Cresci, MA, MS, CFP®
Presence & Recognition
Mercer Advisors Regional Vice President John Walker and Partner Jason O'Meara, CFP®, discuss the habits, mindsets, and planning strategies that can help support long-term financial goals and build generational wealth in the Your Life Your Wealth podcast
Reported by Mercer Advisors
Presence & Recognition
Mercer Advisors hosted an annual Mario Kart after-party featuring Emily F. and Obed Garcia, MBA, AIF®, CPFA.
Reported by Ryan Bly, CPFA®, CEPA, NQPC™
Presence & Recognition
Mercer Advisors hosted a team summit at its Denver headquarters to reflect on a year of growth, collaboration, and achievement.
Reported by Ryan Bly, CPFA®, CEPA, NQPC™
Presence & Recognition
Mercer Advisors employee Ben Rowse attended the Echelon Partners Deals & Dealmakers Summit for Beyond the Purchase Price: Legal, Tax, and Structural Issues That Shape Outcomes presented by Ted Motheral.
Reported by Ben Rowse, CFP®, CAIA®
People
Mercer Advisors hired Kyndal Andrews as a CFP and Wealth Advisor.
Reported by Mercer Advisors
People
Mercer Advisors appointed Joseph Young as Managing Partner.
Reported by Mercer Advisors
Presence & Recognition
Mercer Advisors hosted a Women & Wealth webinar featuring Laura Combs, Gaby Mollick, and Kelly Gaur discussing values-based investing and adapting it through every stage of life.
Reported by Garrett Parker