Mercer Advisors

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

ICYMI: Our Chief Investment Officer, Don Calcagni discussed the key trends shaping Q3 in our latest webinar. Watch the replay to hear insights on: ✔️ Tariffs and Inflation: Are early signs pointing to rising consumer prices? ✔️ Economic Growth: What’s behind the recent slowdown — and what could come next? ✔️ Bond Market Stress: What’s driving volatility and how should investors respond? ✔️ U.S. Debt and Deficits: How rising government borrowing could shape markets. ✔️ Investing Amid the Noise: Strategies for staying focused in a turbulent environment. Watch now: https://buff.ly/h1mMkjQ

Your goals. Your Future. Our Insights. Subscribe to our newsletter for planning tips, market insights, and more. https://buff.ly/6rFoAIF

We are proud of our team members who took part in the Susan G. Komen 3-Day Walk during Community Volunteer Day. They walked to honor loved ones, raise awareness, and support the fight to end breast cancer, a cause that is personal to many. As a family office, we understand that financial well-being is just one part of a much bigger picture. With nearly half of our client-facing team made up of women, we are committed to showing up in the moments that matter most, both within the firm and in the communities we serve. To learn more about our approach to supporting women in their financial lives, read more: https://buff.ly/opBBiIK

Not all financial advisors are created equal. Some are only required to offer "suitable" advice, even if it benefits them more than you. Fiduciary advisors are legally bound to act in your best interest, always. That means transparent fees, objective advice, and a commitment to your financial plans. Learn more: https://buff.ly/0A3qP0w

Your equity deserves a strategy. A strong financial plan can minimize taxes, avoid surprises, and build long-term wealth.  Schedule a consultation with a Mercer Advisors advisor to learn how to make the most of your equity. https://buff.ly/z1pDxmL

At Mercer Advisors, we believe that informed decisions lead to lasting confidence. Whether you're setting goals, planning for milestones, or teaching your kids about money, a strong financial foundation is key. In our latest article, we share 7 essential tips to help you take control of your financial life and begin shaping a strategy that works for you. Explore how we can turn these tips into a personalized financial plan aligned with your goals. https://buff.ly/Dwbucys

Mark your calendars! Join us on Wednesday, Aug. 13, 2025, from 9–10 a.m. PT | Noon–1 p.m. ET for a timely webinar: The One Big Beautiful Bill and Your Tax Strategy.  David Oh, JD, LLM, Vice President of Wealth Strategy at Mercer Advisors, will walk through the most impactful changes and what they could mean for your tax strategy.  Moderated by Kara Duckworth, CFP, Managing Director of Client Experience at Mercer Advisors, this live session will cover:  ✔️ Key tax changes and how they will affect your 2025 return  ✔️ The new SALT cap rules — and who stands to benefit  ✔️ Next steps for families, retirees, and business owners  ✔️ What to expect in the long-term, from temporary shifts to new norms Register here: https://buff.ly/NmPpt65

Just like your car needs regular maintenance, your finances do too. A personal financial plan helps you stay prepared, aligned with your goals, and confident in your decisions. Learn how a personalized plan can support the future you’re working toward: https://buff.ly/aC6wJUA

We’re excited to announce our expansion in Florida with the addition of Naples-based Family Wealth Planning Group. Known for their deep expertise in financial planning, the $1.2B firm specializes in serving high-net-worth families in the Naples area with a focus on multigenerational wealth strategies, estate planning, and tax-efficient investment management. “Their dedication to personalized, multigenerational wealth management aligns with evolving client needs that we see across the country and prominently in Florida,” said CEO Dave Welling. Our expansion in Naples allows us to deliver tailored advice to more families and reinforces our commitment to helping our clients navigate financial complexity with confidence. Meet the advisors and learn more about how our Naples team can support your financial goals: https://buff.ly/jxMqFrY