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About Mercer Advisors - Boca Raton
Our Mercer Advisors Boca Raton team has worked with high-net-worth individuals and families in Southeast Florida for decades to preserve and protect their wealth and maximize their legacy for the next Go to full description...
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M-F 8am-5pm, Sa-Su Closed
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Our Mercer Advisors Boca Raton team has worked with high-net-worth individuals and families in Southeast Florida for decades to preserve and protect their wealth and maximize their legacy for the next generation. Whatever your goals or life stage, we are here to provide you with the blueprint for achieving Economic Freedom™.
Wealth optimization for business owners: Whether you are contemplating a third-party sale, transfer to family members, or a sale to employees, we can help maximize your potential for success.
Retirement planning expertise: Our team specializes in helping people at or near retirement devise strategies to maximize income while minimizing taxes.
Life transition events: We have deep expertise working with clients through major transitions to minimize financial impact and achieve Economic Freedom™.
Services:
Financial Planning, Tax Planning & Preparation, Investment Management, Estate Planning, Insurance Solutions, Trustee Services
Specialties:
Retirement Planning, Living in Retirement, Relocating in Retirement, Divorcing or Divorced, Chronic Health Conditions, Dependents with Special Needs, Dual Career Families, Inherited Wealth, Business Owners, Corporate Executives, Physicians, Dentists, Federal Employees, Women - Primary Breadwinners, Women - Business Owners, Women - Widows, Selling Your Business, Switching Careers, IPOs & Recapitalization, Concentrated Stock, Family Businesses, Pro Athletes, Professional Investors, Generational Wealth Stewards
Year Established: 1985