Mercer Advisors - New York
Toll Free: (888) 920-1320
Business hours
| Monday | 8:00am to 5:00pm |
| Tuesday | 8:00am to 5:00pm |
| Wednesday | 8:00am to 5:00pm |
| Thursday | 8:00am to 5:00pm |
| Friday | 8:00am to 5:00pm |
| Saturday | - |
| Sunday | - |
About us
Mercer Advisors helps high-net-worth individuals and families in New York live the lives they want — now and in the future.
We're a unified team: Advisors, planners, investors, accountants, and estate strategists that design – and execute – your financial plan. We are a true family office for all families.
We put multiple wealth drivers to work: We don't rely solely on investment returns to help achieve your goals. We look at your entire financial picture, including taxes, estate, and insurance.
We put you first: Our advisors don’t sell proprietary investment products and are focused on serving you, not on finding new clients.
| Year established | 1985 |
| 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 |
| Services | Financial Planning, Tax Planning & Preparation, Investment Management, Estate Planning, Insurance Solutions, Trustee Services |
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