Mercer Advisors is honored to be named #1 on Barron’s 2024 Top 100 RIA Firms list! This year’s ranking is particularly meaningful because it reflects our commitment to being better, not just bigger. Click here for important information on the ranking methodology: https://buff.ly/3TuYzv6
Mercer Advisors
Financial Services
Denver, Colorado 22,904 followers
A family office for your family.
About us
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.
- Website
-
http://www.merceradvisors.com
External link for Mercer Advisors
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- Denver, Colorado
- Type
- Privately Held
- Founded
- 1985
- Specialties
- Holistic Wealth Management, Financial Planning, Family Wealth Office, Investment Management, Risk Management, Asset Protection, Estate, Tax and Legacy Planning, and Retirement Plan Design and Administration
Locations
-
Primary
Get directions
1200 17th St
Denver, Colorado 80202, US
Employees at Mercer Advisors
-
Will Rockett, CFA
Investment Strategist Team Leader | Financial Advisor Education | Alternative Investments | Adjunct Professor
-
Kenny Landgraf
Client Advisor at Mercer Advisors at Mercer Advisors
-
Stacy Orff
Vice President, Platform Marketing at Mercer Advisors
-
Brent Kerstetter, MBA, CFP
Updates
-
Experience the joy of gifting while living and the tax benefits that may come with it. Read this article from Steve Elliott, MST, CPA to learn how the annual or lifetime gift tax exclusion can allow you to gift your wealth tax-free. https://buff.ly/49sThaa
-
-
We are excited to be recognized on the ThinkAdvisor Luminaries list for corporate responsibility as a firm, and with individuals awards for Next-Gen Rising Star - Dane Sauer and RIA M&A Leader of the Year - Dave Barton. Read more here: https://buff.ly/4gk10tF
-
-
Want to stay informed on financial topics that matter to your future? Our monthly e-newsletter offers valuable insights, retirement tips, and educational articles. Join our community of informed readers today. Subscribe here: https://buff.ly/3OHy7eJ
-
-
Want to stay informed on financial topics that matter to your future? Our monthly e-newsletter offers valuable insights, retirement tips, and educational articles. Join our community of informed readers today. Subscribe here: https://buff.ly/3OHy7eJ
-
-
Planning for a secure retirement requires intentional actions and consistent effort. Follow these six clear steps successful savers use to help stay on track for a financially secure future. Discover the steps here:" https://buff.ly/4gANvWt
-
-
When investors find themselves with a very large position in a single stock or investment, they might be worried about the tax implications of selling their holding. Will Rockett, senior director of investment strategy for Mercer Advisors, explains in our latest Market Perspectives podcast how the long-short strategy can help investors diversify out of that position without the tax hit. Listen to the 'Exploring The Long-Short Strategy' podcast episode and all past segments here: https://buff.ly/3DfRz00
-
-
Give your parents the gift of Economic Freedom™! Many older Americans worry about their financial futures, but that doesn't have to be the case. Mercer Advisors exists so that our clients don't have to worry about money. Learn more about how we could be the family office for your family. https://buff.ly/4fatLrn
-
-
It's important to understand how the new administration and Republican majorities in Congress could reshape tax policy. Explore potential extensions of the Tax Cuts and Jobs Act, changes to the SALT cap, and other significant tax updates that may impact your finances in this article: https://buff.ly/4ivPahF
-
-
If you missed our webinar "The Election Is Over, Now What?" you can now watch the replay and hear Jeremiah Barlow and Jennifer Baick discuss the potential impacts on taxes, financial strategies, and more under the new administration. Watch it here: https://buff.ly/49qpe33
-