Mercer Advisors is honored to be named #1 on Barron’s 2024 Top 100 RIA Firms list! This year’s ranking is particularly meaningful because it reflects our commitment to being better, not just bigger. Click here for important information on the ranking methodology: https://buff.ly/3TuYzv6
Mercer Advisors
Financial Services
Denver, Colorado 21,829 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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Stay up to date on what’s happening in the U.S. economy and discover what you need to know as an investor. Sign up today for our Q4 Market Outlook webinar on Oct. 30 to hear timely insights from our CIO Don Calcagni. Register for free here: https://buff.ly/3XY68Mq
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Our CIO Donald Calcagni shared with InvestmentNews, "Client demand for alternatives is actually rising as clients are increasingly concerned about the economy, the election, general market valuations, and geopolitical instability." Read his full commentary here. https://lnkd.in/eB6J_4HU
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As we approach Election Day, Donald Calcagni, Chief Investment Officer, and Joshua Zumbrun, Director of External Communications, present a timely discussion on the many reasons to not allow political considerations to influence your investment planning decisions. Listen now: https://buff.ly/3YrhiKQ
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Your trustee plays a vital role in executing your estate plan and acting as a fiduciary. It's critical to select the right person or corporate entity to take on this role. Learn more from Lead, Sr. Wealth Strategist Logan Baker.
Consider a Trustee’s Responsibilities When Choosing One
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Last week, our Executive Managing Director, Jessica Caruso, CFP®, captivated the audience at RIA Edge West with her insights on serving UHNW clients. She highlighted how Mercer Advisors helps to transform wealth into freedom, legacy, and community impact, eliminating stress and complexity. A big thank you to RIA Edge (Part of Wealth Management EDGE) for hosting Jessica.
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Business owners, make sure you don't miss the deadline for Beneficial Ownership Information Reporting. Learn more about the deadlines and requirements from our Director of Estate Planning Jenna Elliott.
Guidance for Business Owners: Beneficial Ownership Information Reporting Requirements
https://www.merceradvisors.com
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High-Income Earners: Learn how to navigate the NIIT and additional Medicare tax. Sr. Tax Associate John Taylor explains how in this article.
How High-Income Earners Can Navigate the NIIT and Additional Medicare Tax
https://www.merceradvisors.com
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Making drastic portfolio changes during times of uncertainty can have long-term negative effects. Explore four actions to consider during a market sell-off or recession.
4 Actions to Consider During a Market Sell-Off or Recession
https://www.merceradvisors.com
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In this week’s Barron’s Advisor Big Q, our Chief Investment Officer, Donald Calcagni, notes that he sees significant opportunities in private markets, especially in renewable energy focused on storage and transmission. With rising energy demands due to AI and EVs, private infrastructure investments are crucial.
We Asked Investment Advisors What They Are Buying Now. Here’s What They Said.
barrons.com