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Mercer Advisors

@mercer_advisors

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Mercer Advisors amplifies and simplifies financial lives by integrating financial planning, investment management, tax, estate, & insurance.

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For the third year in a row, Mercer Advisors has been named #1 on Barron's Top 100 RIA Firms list. ⁠
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This recognition reflects something we care about deeply: the trust our clients place in us every day. Our integrated approach, bringing together financial planning, investments, tax, estate, and insurance solutions, is built on the one belief that clients are best served when every part of their financial life works together. ⁠
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Thank you to our clients, colleagues, and partners. We remain focused on the guidance and personal attention that help you move forward with clarity. ⁠
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🔗 Tap the link in bio for important ranking methodology information and to learn more. by @mercer_advisors

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a month ago

We have exciting news to share. We’ve surpassed $100 billion in total client assets, serving more than 42,000 clients across the United States.⁠
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This milestone represents more than a number. This milestone is about our clients. It reflects the moments of clarity, confidence, and financial security that we’ve helped bring to our clients’ lives.⁠
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Because the only thing more meaningful than $100 billion is the impact we have on the families we serve.⁠
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🔗 Tap the link in bio to learn more. by @mercer_advisors

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4 months ago

Exciting news! Mercer Advisors has received a 5-star rating and ranked Best Overall on The Wall Street Journal Buy Side's list of top financial advisor firms for high-net-worth individuals.

The recognition highlights the firm’s comprehensive family office services, tiered offerings tailored to varying levels of wealth, in-house estate, tax, and insurance expertise, and customized portfolios that include access to private investments and other alternatives.

Explore how our unified, integrated family office approach helps high-net-worth individuals and families manage the complexity that comes with significant wealth today and for generations to come. by @mercer_advisors

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5 months ago

Building wealth is only part of the story. Thoughtful estate planning can help you protect that wealth, provide for loved ones, and prepare for the future with greater clarity.⁠
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Our Family Guide to Estate Planning explores key strategies and considerations to help families plan with greater confidence.⁠
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🔗 Tap the link in bio to unlock and download your guide. by @mercer_advisors

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a day ago

A financial plan is about more than managing investments.⁠
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Our latest guide, Why Every Family Needs a Financial Plan, explores key elements of comprehensive planning, including investment management, tax strategy, estate planning, insurance coverage, and long-term financial goals.⁠
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🔗 Tap the link in our bio to unlock and download your guide.⁠ by @mercer_advisors

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a day ago

🎧 What are Trump Accounts, and how can they help families save for the future?⁠
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In this episode of the Your Life, Your Wealth podcast, John Walker, Jason O'Meara, and Bryan Strike discuss how Trump Accounts work, who is eligible, how they differ from 529 plans and where they may fit within a broader financial plan. ⁠
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🔗 Tap the link in bio to listen now.⁠ by @mercer_advisors

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2 days ago

What does six months of conflict in the Middle East mean for investors?⁠
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In a recent article, our Chief Investment Officer, Donald Calcagni, examines the impact of the Iran war on markets, inflation, and interest rates, and shares key considerations for investors navigating the current market environment.⁠
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🔗 Tap the link in bio to read more. by @mercer_advisors

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3 days ago

Meet Scott Cravens, Partner at Mercer Advisors.⁠
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Scott's family story mirrors that of many of his clients. His grandfather was an entrepreneur, and today Scott and his mother help steward the wealth he created for future generations. That firsthand experience fuels Scott's passion for helping families navigate complex planning decisions and identify the values that will guide their families for generations to come.⁠
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As both a wealth advisor and licensed attorney, he helps clients tackle complex financial, investment, and family office needs with thoughtful solutions and a deep commitment to their goals.⁠
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🔗Tap the link in our bio to get to know Scott.⁠ by @mercer_advisors

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5 days ago

You've spent years saving for retirement. Now it's time to plan for what comes next.⁠
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Our latest guide, The Retirement Tax Planning Guide, explores strategies and considerations for generating retirement income, managing taxes, claiming Social Security benefits, and making informed financial decisions throughout retirement.⁠
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🔗 Tap the link in our bio to unlock and download your guide.⁠ by @mercer_advisors

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8 days ago

For many women, legacy planning is more than transferring wealth. It's about giving back to the causes they care about and passing down the values that matter most. ⁠
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In our latest article, we explores how thoughtful planning can help align your wealth, purpose, and long-term impact. ⁠
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🔗 Tap the link in our bio to learn more.⁠ by @mercer_advisors

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9 days ago

Join us for our webinar, Navigating Medicare: Your 2027 Open Enrollment Playbook.⁠
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🔹 Date: Wednesday, Oct. 7, 2026⁠
🔹 Time: 9 a.m. PT | Noon ET⁠
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Hear from Colin Day, Wealth Advisor at Mercer Advisors, and Ari Parker, Head of Medicare Advisory at Chapter, as they discuss Medicare changes for 2027 and key considerations for those approaching eligibility.⁠
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🔗 Tap the link in bio to register today.⁠
⁠ by @mercer_advisors

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11 days ago

A lot can change in a year, including your Medicare coverage.⁠
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In this installment of The Advisory Breakdown, Colin Day, CFP®, EA, MBA, Wealth Advisor, shares key considerations as you prepare for Medicare Open Enrollment and the changes coming in 2027.⁠
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Want to learn more? Join Colin and Ari Parker, Head of Medicare Advisory at Chapter, for our upcoming webinar, Navigating Medicare: Your 2027 Open Enrollment Playbook. ⁠
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🔹 Date: Wednesday, Oct. 7, 2026⁠
🔹 Time: 9 a.m. PT | Noon ET⁠
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🔗 Tap the link in bio to register today.⁠ by @mercer_advisors

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16 days ago