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Last updated: 2 months ago
About Mercer Advisors - Jacksonville
Our team has spent decades helping clients make life-altering decisions with their wealth. Whether you are at or near retirement, buying or selling a business, making a career change, or desire to max Go to full description...
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M-F 8am-5pm, Sa-Su Closed
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Our team has spent decades helping clients make life-altering decisions with their wealth. Whether you are at or near retirement, buying or selling a business, making a career change, or desire to maximize your legacy for the next generation, we provide you with the blueprint for achieving Economic Freedom™.
Retirement planning expertise: Our team specializes in helping people at or near retirement devise strategies to maximize income while minimizing taxes.
Deep experience with: Advising doctors, nurses, and executives at Mayo Clinic, Baptist Health, and other Northeast Florida hospitals.
Executive compensation packages: We have a deep understanding of the RSUs, stock options, and concentrated stock positions at Jacksonville-based companies such as Johnson & Johnson, CSX, and Landstar Systems.
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