Mercer Advisors - Leawood

Business Information
Our financial advisors in Leawood go beyond traditional financial planning to deliver a truly comprehensive wealth management experience. What sets us apart?

- Fiduciary, Fee-Only Approach – We always act in your best interest, with no hidden commissions or conflicts of interest.

- Integrated Financial Services – From investment management and estate planning to tax strategies and trust services, we provide holistic solutions under one roof.

- Personalized, Goal-Based Planning – Your financial journey is unique, and so is our approach. We craft tailored plans to help you achieve your life goals, not just financial benchmarks.

- A National Firm with a Local Touch – While backed by a national team of experts, our Leawood advisors provide a personalized, boutique experience with deep knowledge of the Kansas City community.

Let’s build your financial future—your life’s work deserves a comprehensive plan.

Schedule a consultation today!



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