We're excited to be recognized on the 2024 #Inc5000, showcasing the fastest-growing private companies in America! We thank our clients for helping us grow and work hard every day to earn their trust through the expansion of our family office services. Read more here: https://buff.ly/3M7Ph3W
Mercer Advisors
Financial Services
Denver, Colorado 20,737 followers
A family office for your family.
About us
Are you looking to amplify and simplify your financial life? For nearly 40 years, Mercer Advisors has been doing just that for families across the country by integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. With Mercer Advisors, you’ll benefit from a unified in-house team, a hand-picked advisor, an institutionalized-grade portfolio, and an independent national fiduciary legally obligated to always act in your best interest. Learn more about Mercer Advisors – a family office for your family.
- Website
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http://www.merceradvisors.com
External link for Mercer Advisors
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- Denver, Colorado
- Type
- Privately Held
- Founded
- 1985
- Specialties
- Holistic Wealth Management, Financial Planning, Family Wealth Office, Investment Management, Risk Management, Asset Protection, Estate, Tax and Legacy Planning, and Retirement Plan Design and Administration
Locations
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Primary
1200 17th St
Denver, Colorado 80202, US
Employees at Mercer Advisors
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Will Rockett, CFA
Investment Strategist Team Leader | Financial Advisor Education | Alternative Investments | Adjunct Professor
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Kenny Landgraf
Client Advisor at Mercer Advisors at Mercer Advisors
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Stacy Orff
Vice President, Platform Marketing at Mercer Advisors
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Brent Kerstetter, MBA, CFP
Updates
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Retiring early? Josh DeForest, Executive Managing Director, shares insights in his latest article on planning your healthcare for early retirement.
Retiring Early? What You Need to Know About Medicare and COBRA
https://www.merceradvisors.com
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In honor of National Financial Awareness Day, we’re shining a light on the importance of long-term financial planning. Building a solid financial future takes careful strategy and consistent effort. Whether you're saving for retirement, investing, or setting financial goals, a well-thought-out plan is key to success. We’d love to hear from you! What piece of financial advice has made the biggest impact on your life? Share your insights and experiences — your story might just inspire others to take control of their financial future too! #nationalfinancialawarenessday #financialwellness #planforthefuture
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As your life changes, so do your insurance needs. A yearly insurance review helps to make sure your interests are protected, for generations to come. At Mercer Advisors, we work together to help make insurance planning easier for you, while ultimately protecting your best interests. For more information about our insurance solutions, click here: https://buff.ly/46ESGAZ
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Ever wondered what those letters after your financial advisor’s name mean? Decoding designations can be tricky, but understanding them is key to knowing your advisor’s expertise. Click below to read about the three most common ones and what they mean for you. Whether you’re planning for retirement, managing taxes, or investing wisely, knowing your advisor’s credentials can make all the difference.
Decoding Financial Advisor Designations
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Are you ready to take your portfolio to the next level? Discover why investing in private markets can help lower portfolio volatility and achieve better return potential. Dive into Kiplinger's latest article with Kara Duckworth, CFP, our Managing Director of Client Experience, to learn: - Why diversification is more critical than ever - How private markets are eclipsing public counterparts - The potential benefits and considerations for high-net-worth investors - How technological advancements are making private markets more accessible Qualified investors, talk to your financial advisor today about incorporating private market investments into your portfolio.
Why Private Markets Are a Diversification Superpower
kiplinger.com
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Learn how our President, Daniel Gourvitch, is driving the expansion of our family office model, including our new private investments offering. At Mercer Advisors, our commitment to keeping promises to clients remains our guiding principle. In an exclusive interview with Barron's Advisor, Daniel shares his vision and insights. Grab a coffee and dive into the full story here: https://buff.ly/3M214AV
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As the summer draws to a close, we want to extend a heartfelt thank you to our incredible interns for their hard work, dedication, and invaluable contributions throughout the program. Their enthusiasm and fresh perspectives have made a significant impact on our team. We are grateful for all they’ve accomplished and are excited to see where their journey’s take them. #internship #thankyou #futureleaders #merceradvisors
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Business owners: Learn how tailored 401(k) plans that align with your business objectives can help recruit, engage, and retain employees.
401(k) Plan Design for Modern Businesses
https://www.merceradvisors.com