We're excited to be recognized on the 2024 #Inc5000, showcasing the fastest-growing private companies in America! We thank our clients for helping us grow and work hard every day to earn their trust through the expansion of our family office services. Read more here: https://buff.ly/3M7Ph3W
Mercer Advisors
Financial Services
Denver, Colorado 20,990 followers
A family office for your family.
About us
Are you looking to amplify and simplify your financial life? For nearly 40 years, Mercer Advisors has been doing just that for families across the country by integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. With Mercer Advisors, you’ll benefit from a unified in-house team, a hand-picked advisor, an institutionalized-grade portfolio, and an independent national fiduciary legally obligated to always act in your best interest. Learn more about Mercer Advisors – a family office for your family.
- Website
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http://www.merceradvisors.com
External link for Mercer Advisors
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- Denver, Colorado
- Type
- Privately Held
- Founded
- 1985
- Specialties
- Holistic Wealth Management, Financial Planning, Family Wealth Office, Investment Management, Risk Management, Asset Protection, Estate, Tax and Legacy Planning, and Retirement Plan Design and Administration
Locations
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Primary
1200 17th St
Denver, Colorado 80202, US
Employees at Mercer Advisors
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Will Rockett, CFA
Investment Strategist Team Leader | Financial Advisor Education | Alternative Investments | Adjunct Professor
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Kenny Landgraf
Client Advisor at Mercer Advisors at Mercer Advisors
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Stacy Orff
Vice President, Platform Marketing at Mercer Advisors
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Brent Kerstetter, MBA, CFP
Updates
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Wishing everyone a relaxing and enjoyable Labor Day! Take this time to unwind, recharge, and celebrate the hard work that makes our communities thrive. #labordayweekend #laborday #familytime
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Planning for a brighter future for your loved one with special needs? The Achieving a Better Life Experience (ABLE) Act empowers individuals with disabilities to save for essential expenses without compromising federal benefits. Choosing the right ABLE account can be complex, but it's crucial for maximizing your savings. Discover these 5 key steps to help you navigate your options and secure the best plan for your family.
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Our Vice Chairman and M&A Leader David Barton provided a key message from the stage at Echelon Deals & Dealmakers today to RIA owners who may be contemplating a merger: "Don't wait. The timing for sellers is good now. It won't last forever." Thank you to ECHELON Partners for inviting Dave to speak! #DealsandDealmakersSummit #DDMSummit2024 #WealthManagement
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Well said by Chelsea Manocchi, Esq....when you establish an estate plan, you are taking control of choosing who will inherit your assets, whether it’s family, friends, or charities of choice. As a result, it can help mitigate family disagreements about money after your death while ensuring your intentions get fulfilled. And, while you’re alive, you can make it easier for loved ones to act on your behalf for financial and medical decisions. Read Chelsea's full article "Take Control of Your Estate Plan with 4 Essential Documents" here: https://buff.ly/4bEi9Lx
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From electric vehicles to home upgrades, climate tax breaks are a powerful tool in reducing costs and receiving tax incentives while advancing green innovation. With the Inflation Reduction Act of 2022 in place, now is a perfect time to take advantage. Curious how these tax breaks could benefit you? Learn more about how you can contribute to a low-carbon economy and save money.
Warming Up to Climate Tax Breaks
https://www.merceradvisors.com
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We're honored to be named the Fastest Growing RIA in Colorado by Citywire for the third consecutive year. This recognition is a testament to our growth and reflects our unwavering commitment to enhancing the financial well-being of families nationwide. Learn more here: https://buff.ly/475zdtk
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Whether you’re a baby boomer or a millennial, understanding the effects of transferring significant wealth — timing, amount, taxes — is crucial for planning and strategizing for minimizing potential negative outcomes. Read more from Wealth Advisor Adam Oliver, CFP®'s latest article below.
Inheriting the Wealth of Baby Boomers: What It Means for Millennials
https://www.merceradvisors.com
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RIA business owners, the need for a succession plan along with the increasing demands of clients can put a strain on your RIA's resources. “Can you build your practice into a business or is it time to join a firm that has the scope to solve the critical challenges you face now and in the future?” Vice Chairman and M&A Leader of the Year finalist David Barton shares with WealthManagement.com. Read Barton's full piece to understand why now may be the time to consider selling your RIA: https://buff.ly/3WPnt9K
Wealth Management 2024 Midyear Outlook Page 134
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