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Last updated: 30 days ago
About Mercer Advisors - Scottsdale
For 40 years, Mercer Advisors has called Arizona home. Most of our Scottsdale advisors were born and raised here, and love providing our clients a local office feel — with the resources of a national Go to full description...
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M-F 8am-5pm, Sa-Su Closed
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For 40 years, Mercer Advisors has called Arizona home. Most of our Scottsdale advisors were born and raised here, and love providing our clients a local office feel — with the resources of a national firm.
Deep experience with: Medical professionals, entrepreneurs, tech leaders, real estate professionals, and engineers.
Specialized solutions include: Real estate wealth, multi-generational succession planning, concentrated stock positions, divorce, and other life transitions.
We're proud that nearly half of our client-facing team firm-wide are women.
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