Mercer Advisors - Bloomington

Business Information
Mercer Advisors is proud to support families in the Twin Cities with their comprehensive wealth management needs by offering a combination of personalized service and local expertise. Our team which includes CFP® Professionals offers tailored, professional guidance to a diverse range of families and businesses, including many local executives with highly concentrated stock positions.
We excel in working with local executives who have highly concentrated stock positions, providing tailored strategies to help manage and diversify their portfolios effectively.
We are dedicated to serving entrepreneurs by offering comprehensive financial planning and investment strategies tailored to their unique needs and goals.
We specialize in guiding high-earning, not rich yet (HENRY) younger professionals, offering tailored financial strategies to help them build and secure their wealth for the future.



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

Established:
1985