Mercer Advisors - Jackson

Business Information
We’re proud to serve individuals and families across the country with personalized, comprehensive wealth management guidance. Whether you’re planning for retirement, designing your estate, or navigating a major life transition, our team is here to guide you. By combining expertise with the strength and resources of a national firm, we help clients achieve their financial goals with confidence and clarity.
Specialized solutions for high-net-worth and multi-generational families, including charitable giving, tax and estate planning, retirement income planning, women business owners, multigenerational succession planning, and concentrated stock positions.
Deep experience working with C-suite executives, engineers, technology leaders, entrepreneurs, physicians, and other professionals.
We’re proud that nearly half of our client-facing team, firmwide, are women.



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