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Last updated: 2 months ago
About Mercer Advisors - Cincinnati
For over 35 years, the Mercer Advisors Cincinnati team has offered tailored, professional financial guidance to a wide range of individuals, families, and businesses in our community. Lifecycle financ Go to full description...
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M-F 8am-5pm, Sa-Su Closed
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For over 35 years, the Mercer Advisors Cincinnati team has offered tailored, professional financial guidance to a wide range of individuals, families, and businesses in our community.
Lifecycle financial planning: Our comprehensive approach is designed to help you enjoy the present — and the future.
Sudden money planning: Whether the sale of a business, death of a parent or spouse, divorce or other significant transition, our patient and detail-oriented team can help you sort through all the pieces.
Corporate options planning: Extensive experience helping P&G and other corporate executives manage options strategies as a component of a comprehensive financial plan.
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