Mercer Advisors

Mercer Advisors is a registered investment advisory firm based in Denver, Colorado. It provides wealth management services including financial planning, investment management, tax planning and preparation, and estate planning, plus insurance solutions and trustee services for trust administration. It serves affluent families and high-net-worth individuals, with specialized planning for physicians, business owners and tech founders.

Mercer Advisors manages $111 billion in client assets across more than 110 regional offices in the U.S. It employs over 1,700 team members, including more than 450 advisors. That scale gives advisors a national network and specialist teams to draw on, rather than working alone.¹