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

Last week, over 100 employees gathered for the 6th annual InvestHERs Summit in Austin, Texas. Over two days, attendees had the opportunity to listen to engaging speakers and participate in conversation circles. Our InvestHERs program is an important component to our culture where women employees are empowered and supported, helping them better support our female clients. Read more here. https://buff.ly/3YYKBUb

Don’t fall victim to these 10 common estate planning mistakes. Director of Estate Planning Jenna Elliott shares examples and insights on how to avoid them. https://buff.ly/4fTWdib

Succession planning often plays a key role in an RIA owner's decision to sell. Managing Director of Client Experience Kara Duckworth, CFP shared, “Ultimately, we decided that joining a partner with more resources and support teams that would allow us to focus on clients was what we wanted to pursue." Learn more from InvestmentNews about Kara Duckworth's story and why her family chose to partner with Mercer Advisors for their next chapter. https://buff.ly/3OoU2XX

Explore five lesser-known strategies and tactics that could provide nonprofits a push to the next level of success. Sr. Wealth Advisor and Director of Endowments & Foundations Group Mark Eshman identifies 5 helpful tips: 1. Drive marketing performance 2. Prepare for economic challenges 3. Assess your cybersecurity risks 4. Foster organizational culture 5. Attend a conference Read the full article here. https://buff.ly/3YYMSyM

Are you attending IMPACT?2024 this week? Connect with Mercer Advisors at booth #1327 in The Exchange to discuss your succession planning and current business challenges. Catch Martine Lellis, CPA, CFP, Principal, M&A Partner Development, as she shares invaluable insights on finding the perfect partner for your M&A journey. Discover how to align your partner choice with your goals, assess fit effectively, and educate yourself before evaluating a sale.

The election is over, but what does a win for the Trump administration mean for your finances? During our Dec. 5 webinar – "The Election is Over, Now What?" – Jeremiah H. Barlow, Executive Vice President of Wealth Solutions and Jennifer Baick, Vice President of Financial Planning will unpack the topics that matter most to the financial futures of American families including potential tax implications, financial planning considerations, and the congressional shift. Get ahead of the curve, register now: https://buff.ly/4erdtKk

The basis step-up is one of the most powerful tools in estate and tax planning. Learn how to leverage this to help optimize your estate plan and reduce the taxes imposed on your beneficiaries. Read more from Senior Wealth Strategist Logan Baker's article in Kiplinger here.

Non-profits face many challenges from inflation to decreased income. Find out the main elements of a long-term financial planning strategy that endowments and foundations can utilize to help with weathering challenges. Read the full article by Sr. Wealth Advisor and Director of Endowments & Foundations Group Mark Eshman. https://buff.ly/4fiWD1D

As the year starts to wind down, it’s not too late to employ these 6 financial strategies to help you save on your 2024 taxes. Learn more by examining these strategies as outlined by Steven Elliott, Tax Director. https://buff.ly/3UMHHAL