Mercer Advisors

Mercer Advisors is honored to be named #1 on Barron’s 2024 Top 100 RIA Firms list! This year’s ranking is particularly meaningful because it reflects our commitment to being better, not just bigger. Click here for important information on the ranking methodology: https://buff.ly/3TuYzv6

Partnering with Mercer Advisors means joining forces with a firm that cares about supporting your growth. Hear members of our team share how we support advisors with expanded resources and a client-first culture.

Traditional “model portfolios” take a one-size-fits-all approach. At Mercer Advisors, we do things differently. Our Multifactor All-Weather Investment Program delivers institutional-grade investing through a customized, evidence-based approach designed for your unique financial goals. - Broad diversification - Factor-based investing - Private markets access for qualified investors - Capital gains budgets and tax-aware strategies Learn how our investment programs are built for real life—not just theory. https://buff.ly/surS7MM

A big welcome to Ted Motheral as he joins the firm this month! Ted will join Martine Lellis, CPA, CFP as Principal, M&A Partner Development. Together and with the Partner Development team, they guide RIA owners in their assessment of how joining our platform can elevate the experience for their clients, their team, and themselves. Ted has more than 20 years of experience as an attorney, specializing in M&A in the wealth management industry. https://buff.ly/gLtBbAU

Women are building wealth like never before—take control of yours. This International Women’s Day, join our webinar — Women Talk Money: 2025 Insights, designed to empower women with knowledge and financial strategies for today’s landscape. Join Jennifer Baick, MBA, CFP?, CDFA?, Jessica Caruso, CFP?, Laura Combs, CFP?, MBA and Kara Duckworth, CFP - Learn how women are shaping the future of wealth - Plan for long-term security, from healthcare to estate planning - Discover strategies to invest with purpose and align your money with your values Let’s talk about building wealth with confidence. Don’t miss this insightful conversation! Date: 3/12/25 @ Noon ET Register now: https://buff.ly/di01x8G

We are proud to announce that our CIO, Don Calcagni, has been named to the 2025 Elite Private Wealth CIOs list by Markets Group. Under Don's leadership, our investment team helps advisors build strong portfolios tailored to our clients' unique needs, helping to ensure they can weather changing markets. It's an honor to be part of this distinguished group recognized for innovation in investment strategies. Read more here: https://buff.ly/3EZbsJg

CIO Don Calcagni discussed the explosive growth of active ETFs with CNBC, cautioning that it's not always clear what investors receive for the higher fees carried by such investments. Read his insights here.

Attending the Wealth Management Convergence Conference next week?Tuesday? Don't?miss CIO Don Calcagni’s?insights on investment strategies and how Mercer Advisors customizes portfolios for clients at scale.

We are deeply committed to helping clients when the unexpected and unthinkable happens. The Daily Upside highlights our work helping families rebuild their financial lives after the Los Angeles wildfires. https://buff.ly/41jmgLb If you or anyone you know has been impacted and needs financial advice, learn more here: https://buff.ly/429pcuJ

Since the beginning, Mercer Advisors has been focused on serving our clients with our family office model. Watch CEO Dave Welling and other senior leaders share why other firms have joined forces with us.