Address : 1200 17th Street, Denver, Colorado 80202, United States
Phone Number : +1 415-834-2380
Industries : Financial Services, Investment Management
Website : merceradvisors.com
Company Description
Looking for a collaborative team as invested in your growth as you? We'd like to introduce ourselves. Say hello to a different kind of wealth management. As a Mercer Advisors client, you can rely on us to help guide your financial journey. Because money without purpose is just paper, we ask questions central to your deeper motivations to arrive at your financial why. We then define your goals and create a custom blueprint to help you reach them. This unified and integrated approach comprises strategic financial planning, investment management, proactive tax planning and preparation, retirement planning, estate planning, trustee services, insurance solutions, and more. Our foundational mission since 1985 remains central to Mercer Advisors core values: we help our clients achieve their unique goals by connecting the dots of their financial life and doing the heavy-lifting for them.
Specialities
- Holistic Wealth Management
- Family Wealth Office
- Risk Management
- Estate
- Retirement Plan Design & Administration
- Career Counseling
- Investing
- Tax Services
- Financial Planning
- Investment Management
- Asset Protection
- Tax & Legacy Planning
- Financial Services
- Financial Advising
- Professional Services
Financial
Retail Location : 5
Employees Total : 900
Revenue (Yearly) : 263.2M
Total Funding : 8.7M
Miscellaneous
Founded in : 1985
Twitter : MercerAdvisors
Facebook : merceradvisors
Linkedin : mercer-advisors
Instagram : mercer_advisors
Customer Relationship Management : Salesforce
Domain Name Services : Route 53
Email Providers : Outlook
Data Management Platform : Bluekai
CMS : Atlassian Cloud
CSS and JavaScript Libraries : React
Last Updated : 2023-12-20
Jobs Vacancies
Senior Copywriter
United States
Posted at : 2023-12-15
Client Service Specialist
Scottsdale, Arizona, United States
Posted at : 2023-12-14
Client Service Specialist
Scottsdale, Arizona, United States
Posted at : 2023-12-14
Vice President, M&A Partner Development
United States
Posted at : 2023-12-15
Employees
- Alan Thomson ( Sr. Wealth Advisor )
- Brian Sullivan ( Senior Client Advisor, Director )
- Andrew Cfp ( Senior Client Advisor )
- Angela Tucker ( Operations Manager )
- Andrew Nurse ( Associate Wealth Management Advisor )
Alumni
- Alonso Quinonez ( Service Desk Operations Senior Manager )
- Carrie Faulkner ( Client Service Specialist )
- Avery Olson ( Intern )
- Burton Humphreys ( Salesforce Architect & Developer )
- Adam Fullmer ( Financial Planner )
Competitors
 | Rozes, Gouveia & Company, LLP accounting 1.4M yearly revenue |
 | Cassady Schiller CPAs & Advisors accounting 3.7M yearly revenue |
 | MVA Bennett accounting 54 employees |
 | Paltayian & Co Ltd financial services 5 employees |
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