Mercer Advisors - Louisville

Business Information
For over 35 years, the Louisville team has been helping our clients to make effective decisions at every stage of their lives.  We do this by providing comprehensive financial planning, investment management, tax, estate, insurance, and more into one integrated offering.
We put you first: Our advisors don’t sell proprietary investment products and are focused on serving your best interests, not finding new clients.
Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, as well as navigate family dynamics and other complexities that arise from it.
Extensive experience helping Ford, UPS and GE and other corporate employees manage options and retirement planning as a component of a comprehensive financial plan.



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