Mercer Advisors

D. Scott Neal, Inc. is a respected, long-standing financial planning firm with offices in Lexington and Louisville

Financial Partners Group specializes in retirement planning, distribution, and wealth transfer.

Chapel & Collins is a professional services firm specializing in comprehensive wealth management. They provide tailored financial planning, investment management, and risk mitigation strategies to help clients preserve, grow, and transfer their multigenerational wealth. Additionally, they offer specialized services for corporate retirement planning.

Kades & Cheifetz is an independent Registered Investment Advisor, specializing in customized investment and wealth management services. Based in Philadelphia and Florida, the firm caters to individuals and families, offering a range of services including cash flow analysis, college savings planning, employee benefits optimization, estate planning, insurance review, and retirement planning. Their approach emphasizes building long-term client relationships by tailoring portfolios and financial strategies to each client's unique needs and goals.

Kiely Wealth Advisory Group, based in Oak Ridge, North Carolina, is a consulting firm specializing in comprehensive wealth management. It offers portfolio management, estate planning, and retirement plan services, aiming to educate clients about financial markets and help them secure their financial future. The firm integrates its services with other investments, such as real estate, retirement accounts, or pensions, to provide a tailored, all-encompassing financial solution for both individuals and organizations.

Benchmark Wealth Management is a professional services firm specializing in financial planning and wealth management for high-net-worth individuals and retirees. They offer a comprehensive suite of services, including retirement planning, financial consulting, personalized financial planning, and risk management strategies, tailored to meet each client's unique needs and goals.

Transitions Wealth Management is a provider of comprehensive wealth management services tailored for both individual and commercial clients. The company offers an extensive range of services, including retirement planning, insurance solutions, personal finance guidance, estate planning, tax strategies, and business planning. By focusing on the specific needs and goals of its clients, Transitions Wealth Management facilitates access to customized plans and strategies that aim to enhance financial security and achieve long-term financial objectives.

Paragon Wealth Strategies, LLC is a financial consultancy based in Jacksonville, Florida, established in 2008. The company specializes in providing a range of financial services, including retirement planning, wealth management, investment management, and financial planning for both individuals and businesses. Paragon Wealth Strategies focuses on delivering tailored solutions that align with clients' specific risk profiles and return expectations, allowing for a comprehensive approach to financial well-being.

Steward Wealth Management is a professional services firm specializing in wealth management. They offer a broad range of services, including investment management, financial planning, and family office services, tailored to help affluent individuals and families preserve and grow their wealth over the long term. The company stands out for its independent, objective advice, backed by Nobel prize-winning research and institutional trading strategies. Additionally, Steward Wealth Management uniquely integrates the expertise of an in-house CPA and attorney, providing clients with comprehensive, tax-efficient solutions.

Andesa Financial Management is a comprehensive wealth management firm that offers advisory services tailored for individuals, families, corporate executives, and non-profit organizations. The firm focuses on providing personalized financial guidance, helping clients navigate complex financial landscapes to achieve their financial goals. By combining expertise in investment strategies with a commitment to understanding each client's unique circumstances, Andesa aims to deliver effective wealth management solutions that align with their clients' needs and objectives.

Empyrion Wealth Management is an investment management firm that specializes in providing financial planning, retirement, and wealth management services. The firm focuses on serving families, women in transition, and retirees, offering a range of services that include tax planning, education expenses planning, retirement income and withdrawal strategies, cash flow management, and asset management. Empyrion aims to help its clients maximize returns while minimizing risk and volatility through broad diversification across multiple asset classes and international markets.

Transitions Wealth Management is a provider of comprehensive wealth management services tailored for both individual and commercial clients. The company offers an extensive range of services, including retirement planning, insurance solutions, personal finance guidance, estate planning, tax strategies, and business planning. By focusing on the specific needs and goals of its clients, Transitions Wealth Management facilitates access to customized plans and strategies that aim to enhance financial security and achieve long-term financial objectives.

Resource Planning Group is a financial services firm that specializes in wealth management and financial planning. The company caters to a diverse clientele, including families, entrepreneurs, and executives, offering tailored solutions at various life stages, from early career to retirement. By providing comprehensive portfolio management and strategic financial planning, Resource Planning Group aims to help clients achieve their financial objectives and secure their financial futures.

Vintage Financial Services is a financial advisory firm that specializes in wealth management and investment management for private individuals across the United States. The company offers a range of services, including pension lump sum analysis, retirement planning, financial planning, and income tax preparation. Vintage Financial Services aims to provide clients with an unbiased and proactive approach to achieving a secure retirement, ensuring that individuals receive personalized advice tailored to their financial needs.

Goldstein Munger + Associates, founded in 1995 and based in San Ramon, California, is an employee-owned investment manager serving high net worth individuals and charitable organizations. The firm offers personalized portfolio management, combining fundamental and quantitative analysis, along with comprehensive financial planning services including intergenerational wealth planning, cash flow planning, retirement planning, estate planning, and philanthropic planning. They employ both in-house and external research to make informed investment decisions primarily in U.S. public equity and fixed income markets, also investing in index mutual funds and exchange-traded funds.

Jordan Financial Strategies provides Financial Advisory Services.

Mallard Advisors is an accounting firm that specializes in providing comprehensive wealth management services tailored for scientists, engineers, and financial professionals. The firm offers a wide array of services, including personal financial planning, investment management, and tax preparation. By focusing on clear and detailed analysis, Mallard Advisors aims to empower its clients to make informed and secure financial decisions. The firm combines expertise in various financial disciplines to meet the unique needs of its clientele.

HCO Private Wealth is a wealth management firm that specializes in serving high net worth and high-income families. The company provides a comprehensive suite of services, including financial planning, investment management, taxation, estate planning, and asset protection. By employing advanced tax strategies and offering tailored financial solutions, HCO Private Wealth aims to instill confidence and clarity in clients regarding their financial affairs. The firm's expertise encompasses all facets of wealth management, ensuring that clients receive well-rounded support to navigate their financial journeys effectively.

Berkson Asset Management is an independent financial advisory firm that specializes in providing financial planning and professional investment management services to individuals and business owners. The firm offers a comprehensive range of services, including retirement planning, tax planning, estate planning, and wealth management. By focusing on these areas, Berkson Asset Management aims to help clients effectively pursue their financial goals and achieve long-term financial stability.

Fure Financial is a wealth management firm that provides a range of financial services to private individuals, families, trusts, and businesses. The company specializes in investment management and personalized financial planning, focusing on retirement and estate planning, tax minimization, and purchase and sale analysis. Additionally, Fure Financial offers risk management and philanthropic counseling, aiming to help clients optimize their investments and achieve their financial goals. Through its comprehensive approach, the firm addresses various aspects of financial and business planning, ensuring that clients receive tailored solutions for their unique needs.

Sanford Advisory Services is a financial planning firm located in Portage, Michigan. The company specializes in providing a range of services that include financial assessment, corporate employee benefits, asset management, and retirement benefits management. Additionally, Sanford Advisory offers expertise in distribution and estate planning, catering to both companies and individuals. Through its comprehensive approach, the firm aims to assist clients in navigating their financial needs and achieving their long-term goals.

HawsGoodwin Wealth is a financial planning and investment management firm based in Franklin, Tennessee. The company specializes in guiding individual investors, families, trusts, and corporate clients in managing their wealth effectively. HawsGoodwin Wealth focuses on protecting capital, growing wealth, and optimizing tax strategies, ensuring that its clients make informed investment and financial decisions rooted in comprehensive financial planning. Through its tailored approach, the firm aims to help clients achieve their financial freedom and navigate the complexities of wealth management.

Cordasco Financial Network is a financial advisory firm that specializes in providing comprehensive financial planning and retirement services to individuals, families, and businesses. The firm focuses on helping clients achieve financial success through a range of services, including investment management, insurance solutions, retirement analysis, tax optimization, and cash flow management. By offering tailored guidance, Cordasco Financial Network assists clients in making informed financial decisions that align with their personal and familial goals.

Mirsky Financial Management Corp., established in 1987, is a comprehensive financial service provider catering to individuals and families. Headquartered in Toronto, Canada, the company specializes in wealth management, retirement planning, estate planning, and tax services. Mirsky offers personalized financial advice tailored to each client's unique situation, aiming to support them throughout their financial journey under one roof.

ACG Wealth is a wealth management firm that focuses on providing financial services to high-net-worth individuals, families, and their businesses. The company offers a range of services, including active investment management, life access, insurance assessment, online investing with human guidance, and retirement plan advisory. ACG Wealth is dedicated to delivering transparent and personalized financial support tailored to the specific needs of its clients.

Lake Point Advisory Group is a consultancy specializing in wealth management, financial planning, insurance, and annuities services. The firm is dedicated to assisting clients in achieving their long-term financial goals by offering tailored solutions for mass affluent and high-net-worth individuals, families, and their businesses. Lake Point Advisory Group provides comprehensive services that include investment management and retirement planning, utilizing a variety of investment and insurance products to meet the unique needs and objectives of its clients. The company's mission is to deliver personalized service grounded in integrity and trust, positioning itself as an essential partner in navigating financial decisions.

Quest Capital Management, Inc. is a financial services firm dedicated to assisting clients in achieving their financial goals and objectives. The company specializes in comprehensive financial planning and wealth management, offering a range of services that include cash flow planning, investment management, tax planning, estate planning, and risk management. With a team of fifteen CERTIFIED FINANCIAL PLANNER™ professionals, collectively possessing over 150 years of experience, Quest Capital Management emphasizes the importance of tailoring financial strategies to align with clients' life stages and individual circumstances. The firm aims to provide clients with guidance that adapts to their evolving needs, ensuring they are well-equipped to navigate significant life events and secure their financial well-being.

Miller Advisors is a wealth management firm that specializes in offering comprehensive financial solutions to high-net-worth individuals, families, and businesses. The company provides a wide range of services, including retirement strategies, investment management, financial planning, and legacy planning. Additionally, Miller Advisors addresses unique client needs through services such as family business planning, divorce planning, and elder care. By focusing on both immediate and long-term financial goals, Miller Advisors aims to create tailored money management plans that support its clients' diverse objectives.

AFI Wealth Strategies is a wealth management firm based in Green Bay, Wisconsin, specializing in services for high-net-worth individuals, families, and their businesses. The firm adopts a team-based approach to financial planning, ensuring a comprehensive range of expertise that surpasses what a single advisor can provide. AFI Wealth Strategies offers a variety of services, including financial and business planning, institutional consultation, longevity planning, sustainable investing, portfolio management, and the development of tailored wealth strategies. By focusing on personalized solutions, the firm assists clients in optimizing their investments and making informed financial decisions.

Epstein & White is a financial services firm focused on retirement planning, catering to mass affluent and high net worth clients. The company offers a comprehensive suite of wealth management services, including asset protection, legacy planning, social security optimization, retirement income management, and 401(k) rollovers. Epstein & White is dedicated to helping clients achieve their financial objectives through tailored insurance and investment products, ensuring a strategic approach to retirement and financial security.

Pinnacle Wealth Solutions is a financial services firm founded in 1985 by G. Carl Mahler, Jr., CFP®. The company specializes in comprehensive wealth management and advisory services tailored for high net worth individuals, families, business owners, corporate executives, and charitable organizations. Pinnacle Wealth Solutions is dedicated to empowering clients to achieve their financial goals and live fulfilling lives. The firm offers a range of services, including retirement planning, tax planning, insurance planning, education planning, and investment and asset management. By providing personalized solutions, Pinnacle Wealth Solutions aims to foster financial freedom and help clients navigate their everyday financial needs while planning for their futures.

Atlanta Financial Associates focuses on helping clients achieve financial independence through a structured approach known as the Financial Independence Together (FIT) process. This method has positively impacted the financial journeys of various individuals, including retirees, physicians, divorcees, executives, business owners, and young professionals. The FIT process provides a comprehensive analysis and roadmap tailored to each family's financial wellness for the long term. Atlanta Financial Associates offers a range of wealth management services, including customized financial planning, investment management, risk management, tax planning, and retirement planning. By delivering ongoing advice and solutions, the firm aims to help clients optimize their financial situations and effectively plan for the future.

Kays Financial Advisory Corporation, a subsidiary of Mercer Global Advisors Inc., is a wealth management firm based in Atlanta, Georgia. The company specializes in providing comprehensive financial planning and wealth management services tailored to individuals and families, particularly high net worth clients. Kays Financial Advisory focuses on growing and protecting clients' wealth while delivering personalized service and expertise. The firm is dedicated to helping clients make informed financial decisions to achieve their long-term financial goals.

Personal Financial Advisors is a wealth management firm based in Covington, Louisiana, specializing in comprehensive financial planning and investment management services. The company caters primarily to mass affluent and high net worth clients, offering tailored solutions designed to help individuals and families achieve their financial goals. By combining expertise in planning and wealth management, Personal Financial Advisors aims to provide clients with personalized strategies that address their unique financial situations and aspirations.

M.J. Smith and Associates is a financial planning and investment management firm that specializes in creating tailored financial and life plans for its clients. The firm offers a range of services including retirement planning, estate planning, risk management, and portfolio design and monitoring. By focusing on the unique circumstances of each client, M.J. Smith and Associates aims to support their clients' aspirations and goals, guiding them towards making strategic long-term investment decisions. As a subsidiary of Mercer Global Advisors Inc., the firm is committed to providing comprehensive financial solutions that reflect the individual needs and objectives of its clientele.

Adam Financial Associates, Inc., located in Boca Raton, Florida, has been dedicated to serving clients for over twenty years. The firm specializes in personalized financial planning and wealth management services, catering to individuals seeking to enhance their financial security and future. Adam Financial Associates offers a range of fee-only advisory services, including investment management, insurance, tax planning, estate planning, and retirement advice. The firm places a particular emphasis on supporting women investors and addressing issues related to women and wealth. By focusing on the unique needs of individuals, couples, and families, Adam Financial Associates aims to help clients achieve a confident and fulfilling retirement.

Sage Future Financial, LLC, established in 2009 and based in Albuquerque, New Mexico, is an independent wealth management firm offering fee-only financial planning services. The company serves around 45 high net worth households, managing approximately $100 million in assets. Its comprehensive suite of services includes investment management, retirement planning, tax planning, estate planning, college funding strategies, and legacy planning.

Jackson Financial Management is a prominent wealth management firm that specializes in serving high-net-worth households across the United States. The company provides a comprehensive range of services, including investment strategy review, investment due diligence, portfolio design, asset allocation, and performance management. With a focus on delivering tailored financial solutions, Jackson Financial Management aims to meet the unique needs of its clients, ensuring effective management of their wealth and investment portfolios.

Confluence Financial Advisors, LLC is a fee-only comprehensive financial planning firm based in Boulder, Colorado. Founded in 2015, the company specializes in wealth management consultation and retirement plan services, focusing on providing high-quality and tailored financial solutions to its clients. Confluence Financial Advisors emphasizes proper diversification and asset allocation in its approach, aiming to enhance profitability while minimizing tax liabilities for high net worth individuals. Since March 2019, the firm has operated as a subsidiary of Mercer Global Advisors Inc.

Bell Wealth Management Inc., a subsidiary of Mercer Advisors Inc., is a registered investment adviser that specializes in comprehensive wealth management for affluent and high-net-worth clients. With over 20 years of experience, the firm employs a disciplined, academic approach to investment management, which helps clients navigate behavioral and environmental challenges. This methodology enables high-net-worth individuals and multi-generational families to effectively protect, grow, and steward their financial resources, ultimately aiding them in achieving their financial goals.

Traust Sollus Wealth Management is a boutique firm specializing in wealth management services for high net worth individuals. The company focuses on sophisticated financial planning, investment management, and tax planning strategies to assist clients in making informed financial decisions. By offering tailored services that include financial planning, investment advisory, tax planning and filing, as well as insurance strategies, Traust Sollus aims to help clients optimize their wealth and enhance cash flow. The firm's personalized approach is designed to meet the unique financial needs of its clients while maximizing their financial outcomes.

GFS Private Wealth is a wealth management firm that focuses on delivering comprehensive investment and life-planning solutions to affluent individuals and families. The company offers a diverse range of services, including investment management, financial planning, family office services, and estate and tax management. By aligning financial decisions with clients' personal goals, GFS Private Wealth aims to simplify the complexities of wealth management, enabling clients to sustain and grow their long-term wealth effectively.

Ray Mignone & Associates is a financial services firm based in Little Neck, New York, specializing in financial planning and investment management. The company provides a range of services, including retirement planning, estate planning, tax planning, and strategic portfolio management. By delivering customized portfolios tailored to each client's needs, Ray Mignone & Associates aims to help clients optimize their wealth and achieve their financial objectives. With a focus on individualized service, the firm endeavors to guide clients through the complexities of financial decision-making to secure their financial future.

Wealth Design Services Inc. is a financial planning firm based in Rochester, New York, established in 2004. The company specializes in offering a comprehensive suite of services designed to meet the financial needs of individuals and families. These services include investment management, estate planning, cash flow management, tax planning minimization, benefit analysis, and insurance planning. By integrating these various aspects of financial planning, Wealth Design Services aims to help clients protect their assets and maximize their wealth, providing them with confidence in their financial futures. As of July 2017, Wealth Design Services operates as a subsidiary of Mercer Advisors Inc.

Duckworth Wealth Advisors, Inc. is a Newport Beach, California-based family office that specializes in wealth management and personal financial services. As a subsidiary of Mercer Advisors Inc., the firm offers a comprehensive range of services tailored to meet the unique needs of high net worth individuals and families. These services include investment management, financial planning, estate and tax planning, and corporate trustee services. Duckworth Wealth Advisors focuses on providing individualized strategies that address both current and future financial needs, encompassing areas such as financial life planning, tax return preparation, wealth protection, charitable and legacy planning, as well as business and succession planning. Through its expertise, the firm aims to assist clients in navigating complex financial situations to achieve their personal and financial objectives.

Pegasus Advisors, LLC is a financial advisory firm based in Dallas, Texas, that offers a comprehensive range of services to individual and business clients. Founded in 2000, the firm specializes in financial goal planning, risk management, estate planning, tax planning and preparation, portfolio analysis, investment allocation, retirement planning, cash flow planning, education funding, and business planning. Pegasus Advisors aims to provide tailored financial solutions to help clients achieve their financial objectives. In 2016, the firm became a subsidiary of Mercer Advisors Inc., expanding its capabilities in delivering personalized financial advice and ongoing consultation.

Tufton Capital Management, LLC, established in 1995, is an employee-owned investment management firm based in Hunt Valley, Maryland. It provides personalized investment services to a diverse range of clients, including high net worth individuals, institutions, and retirement plans. The firm manages equity and balanced portfolios, primarily investing in large-cap U.S. stocks and fixed income markets. Tufton employs a combination of fundamental and quantitative analysis for its investments, benchmarking performance against the S&P 500 Index. In addition to investment management, the firm offers 401(k) advisory and trust administration services.