Move Beyond Stockbrokers
Find a hand-picked wealth advisor who can connect the dots of your financial life.
Acting in our client’s best interests is part of our DNA as a firm. Our fiduciary commitment means that our advisors are legally obligated to put you and your interests first. This means being more than just your stockbroker – our full-service, team-based approach allows us to address not only your investment needs, but your financial strategy, taxes, estate plan and more.
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Acting in our client’s best interests is part of our DNA as a firm. Our fiduciary commitment means that our advisors are legally obligated to put you and your interests first. This means being more than just your stockbroker – our full-service, team-based approach allows us to address not only your investment needs, but your financial strategy, taxes, estate plan and more.
How do I find financial and investment advice I can trust?
Stockbrokers, unlike investment advisor representatives, are often not bound legally by a fiduciary duty to look out for your best financial interests. Instead consider working with a wealth advisor, who is bound by a fiduciary duty to act in your best interests.
Is there such a thing as a full-service brokerage firm?
Some stockbrokerages may claim they are ‘full-service’, providing clients with different professional services such as estate and tax planning in addition to investing on behalf of their clients. However, unlike wealth advisors, who are legally bound by a fiduciary duty to their clients, those companies may focus their time on upselling clients for their own gain. In contrast, family office-style financial advisory firms, such as Mercer Advisors, offer services as part of a financial plan geared towards helping clients achieve the lifestyle they desire.
How do I get help switching between brokers?
If you are considering switching brokers—which typically comes with a fee and potentially other costs–you should first reflect on your reasons for doing so, and ask yourself if a new broker is the real solution. In many cases, we can only get real value from our investments when they are part of a unified financial plan, which considers future returns in light of retirement, tax, healthcare, and estate planning needs.
Your Advisor: 5 Things to Know
A financial maestro
Coordinating our internal specialists to create and implement your financial plan
High-quality advice and true expertise
From experienced, credentialed professionals
A real stake in your success
Because your satisfaction drives everything at Mercer Advisors
Not part of a sales team
Allowing your advisor to focus on you—not on finding new clients
Matched to you
Based on your specific needs and preferences
Mercer Advisors is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice.
Company statistics as of 3/31/24
What Exactly do We do for You?
Financial Planning
Investment Management
Tax Planning & Preparation1
Estate Planning2
Insurance Solutions3
Trustee Services4
Mercer Advisors. A fully independent, national fiduciary.
1 Tax preparation and tax filing are a separate fee from our investment management and planning services.
2 Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice is provided through select third parties unaffiliated with Mercer Advisors.
3 Mercer Global Advisors has a related insurance agency. Mercer Advisors Insurance Services, LLC (MAIS) is a wholly owned subsidiary of Mercer Advisors Inc. Employees of Mercer Global Advisors serve as officers of MAIS.
4 Trustee services are offered through select third parties with which a client would engage directly, as such additional fees may apply.
Company data as of March 31, 2024. Client Assets refers to client assets under management (AUM) and client asset under advisement (AUA) by both Mercer Global Advisors Inc. and Regis Acquisition Inc. Client Assets includes assets gained from recent acquisitions where the advisory agreements have been properly assigned to Mercer Global Advisors, but the custodial accounts have yet to be transferred and/or the accounts have yet to be migrated to Mercer Global Advisors’ portfolio management system. Mercer Global Advisors Inc. and Regis Acquisition Inc. are affiliated SEC registered investment advisers and deliver investment advisory and family office related services. Mercer Global Advisors Inc. and Regis Acquisition Inc. are subsidiaries of Mercer Advisors Inc., a parent company not involved with investment services.