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Where Do You Want Your Future Financial Roadmap to Take You?

Bringing Your Entire Picture Together: One Piece at a Time

Life is full of milestones.  Starting your career, getting married, growing your family, starting a business, and retiring are just some of the amazing things we experience.  We seek to simplify complex concepts and investment options, offer honest advice, and help you navigate life.

At Mercer Partners, we approach your financial picture from a wide-angle lens and build long-term, trusted relationships, while working to pursue your goals.  To us, you’re not just one portfolio of many.  You're our priority, and we have built our firm around helping you succeed. 

Mercer Partners is an independent wealth management firm with the resources of a large company, and the attention to service of a boutique practice.  We are built on the foundation of objective advice delivered under the fiduciary standard – to always act in our client’s best interest.

Our Services

Focused on You

We are firmly committed to help you achieve your most cherished life goals.  Our services span from investment management to financial planning, but one thing stays the same: we are focused on you.

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Designed for You

A New Approach to Planning

Planning for only one life event would be like having only one puzzle piece and expecting the entire picture to come together.  We utilize a comprehensive approach to help you design your masterpiece.

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Our Team

Power of Partnership

We believe our team-based approach adds a broader perspective to all we do and provides increased benefits to our clients.  We have the relationships and resources to move you toward your life goals.

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Take control and learn about where your money can go today

Take that first step to personal investing with our library of resources

Tell Us How We Can Help You Today

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