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Last updated: 29 days ago
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About Mercer Advisors - Dallas - Park Cities
Our Park Cities team is deeply committed to the individuals and families of the Dallas-Fort Worth area. Many of our advisors have been working with local residents for over three decades, helping them Go to full description...
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M-F 8am-5pm, Sa-Su Closed
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Our Park Cities team is deeply committed to the individuals and families of the Dallas-Fort Worth area. Many of our advisors have been working with local residents for over three decades, helping them navigate financial complexity and achieve their goals.
Multi-generational wealth management and philanthropy: Our team specializes in navigating family dynamics and providing clarity when complexity arises.
Special needs: Our team has extensive experience working with families with complex circumstances, including parents of children with special needs.
Deep experience with: Small business ownership and succession planning, divorce, and executive compensation plans.
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