Mercer Advisors

Mercer Advisors is a leading independent registered investment advisor managing more than $58 billion in assets for approximately 30,000 clients across 80 locations nationwide. The firm offers comprehensive wealth management solutions, including fee-based investment management, financial planning, family office services, retirement planning, estate and tax planning, insurance solutions, and trust-related services. Founded in 1985, Mercer Advisors is headquartered in Denver, Colorado.

For more information or to schedule an appointment with the Sarasota office, you can visit their website or contact them directly.