Mercer Advisors is one of the largest fee-only, personal financial advisory firms in the US with over $3.4 billion in assets under management. Our staff of over 350 personnel in 10 offices from coast to coast includes expert financial planners, CPA’s, attorneys, investment advisors and other financial experts who provide customized, integrated services so your issues are comprehensively addressed, the path to your goals is optimized and you are never left in confusion trying to reconcile conflicting advice.

Your discussions with Mercer Advisors may include some or all of the following major issues:

• Economic Freedom®
• Investments
• Estate planning
• Pension planning
• Business planning
• Insurance
• Cash flow
• Asset protection

At Mercer Advisors, the interest of the client is the only one that matters – which helps explain why we are endorsed by fine organizations like the Ohio Dental Association. Click here for more information about Mercer Advisors.