Add a Business Sign in / Sign Up Add a review

Mercer Advisors - Lexington
Verified by yext

3292 Eagle View Lane, Suite 290,

Lexington, KY, 40509

0 review
Business claimed Last updated: 1 month ago
About Mercer Advisors - Lexington

We put you first: Our advisors don’t sell proprietary investment products and are focused on serving your best interests, not finding new clients. Multi-generational wealth management: Our team specia Go to full description...

Contact information

Phone numbers
Business hours
M-F 8am-5pm, Sa-Su Closed
Business website

Images and videos (1)

Additional business details

We put you first: Our advisors don’t sell proprietary investment products and are focused on serving your best interests, not finding new clients. Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, as well as navigate family dynamics and other complexities that arise from it. Extensive experience helping Ford, UPS and GE and other corporate employees manage options and retirement planning 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
write a review
8592543036
Business website
Address and directions
Contact information
Photos and videos
Write review
Additional information