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Last updated: 7 days ago
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Financial Planning Firms
About Mercer Advisors - Gallatin
Our Gallatin-based team has spent more than twenty-five years helping individuals and families across the southeast make critical decisions with their wealth. Whether you are saving for or nearing ret Go to full description...
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M-F 8am-5pm, Sa-Su Closed
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Our Gallatin-based team has spent more than twenty-five years helping individuals and families across the southeast make critical decisions with their wealth. Whether you are saving for or nearing retirement, selling a business, or transferring wealth to the next generation, we create a customized, comprehensive plan designed to help achieve your goals.
Comprehensive planning: Our team specializes in constructing your financial plan to help meet specific goals. Our areas of expertise include retirement planning, investment management, tax, estate and insurance planning.
Extensive experience with: Executives, physicians, widows, entrepreneurs and small business owners.
Institutional-grade investing: Our approach is modeled after the best practices of the world’s largest institutional investors and provides access to private markets for those who qualify.
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