Mercer Advisors

Up until the dawn of 2020, most wealth managers across the globe have been witnessing an unsettling combination of practical disruption and enforced reflection. As we head towards the second half of 2021 and uncertainties escalated by the pandemic start to deflate, most of us are financially de-cluttering lives and refocusing on the most critical priorities. A report by EY Global Wealth Research reveals that the pandemic has had a far-reaching impact on people’s beliefs and views. And, they are now more risk-averse and focused on achieving individual goals aligned with their needs while enhancing their financial protection, diversification, and security. At times like these, what they need is a reliable wealth management advisor who can help them make sense of their financial situation and make intelligent decisions that could help them live the lives of their dreams.

Enter Mercer Advisors.

Mercer Advisors is a leading full-service wealth management firm that specializes in helping clients with all aspects of their financial life. Founded as a law practice focusing on estate planning, the company was remodeled into a wealth management service provider that offers purpose-fit solutions under a fiduciary standard in 1985. “We pride ourselves on being one among the country’s first, planning-focused independent registered investment advisory firms,” says Martine Lellis, Chief Talent and Administrative Officer at Mercer Advisors. “Being able to look at their financial life holistically and blend investment advice, finance and estate planning, taxes, and insurance solutions to create a strategy that meet their specific needs, we help them achieve Economic Freedom.”

What makes Mercer Advisors unique is its ability to provide a wide range of financial and wealth management services and its unwavering focus on delivering best-in-class personalized advice to clients. From financial planning, investment strategies, proactive tax planning and preparation, retirement planning, estate planning, corporate and family trustee services, to insurance solutions, the company provides a comprehensive suite of services customized according to their requirements. This way, it serves as their fiduciary, handholding clients through the ups and downs in the market, changing tax laws, early retirement, and more.

Being able to look at their financial life holistically and blend investment advice, finance and estate planning, taxes, and insurance solutions to create a strategy that meets their specific needs, we help them achieve Economic Freedom

When it comes to investment services, Mercer Advisors enfolds an investment committee — under the leadership of Donald Calcagni, its Chief Investment Officer — that has experience in building plans for tailoring clients' portfolios to help meet their investment objectives. The investment management professionals at Mercer Advisors builds, manages, and monitors asset allocation that’s unique to their time horizon, financial needs, and risk tolerance. In addition, with its dedicated estate attorneys, the company helps clients with estate planning basics and intricate planning issues, including complex assets and complicated family situations.

Tax Planning is another area that Mercer Advisors offers to clients. The company’s tax professionals enable clients to navigate the most complex tax frameworks, simple tax returns, and ongoing tax planning. The team also helps them understand what their tax situation looks like and how the decisions they make today can affect their future wealth. Furthermore, identifying that insurance is a fundamental part of achieving Economic Freedom, Mercer Advisors has recently added transparent, hassle-free insurance offerings to its portfolio. The company partners with a network of external broker-dealers to provide insurance solutions for clients according to their needs.

In addition to its service portfolio, Mercer Advisors is also recognized for its unique client collaboration approach. A typical engagement begins with the company working closely with them to understand their needs. It critically analyzes their requirements to develop a customized plan that is tailored according to their needs. Mercer Advisors then provides services via in-person meetings and virtually ever since the pandemic was declared.

According to Martine, Mercer Advisors’ success is also the result of its ability to recruit talent that has helped expand its footprint all across the country, serving several prominent businesses and high-net-worth individuals. Since its inception, the company has been achieving a progressive growth trajectory, with over $30 billion worth assets under management now. Aiming to conquer more markets, it adopts a three-pronged growth strategy — organic growth, acquisition, and channel partners. Mercer Advisors has acquired 13 companies last year and is heading towards its 50th acquisition. “Moving ahead, we’re working on enhancing our internal capabilities to better serve existing clients and attract new ones. This way, we intend to serve as the partner of choice for clients and the employer of choice for employees,” concludes Martine.