1243 Alpine Road,
Confidence that comes from clarity and purpose for today and the future
Comfort in knowing you have a partner to help guide you through life's journey
Assurance that comes from a long-termrelationship based on trust and respect
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.
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.
"If you fail to plan, you are planning to fail."
- Benjamin Franklin
"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."
- Alexa Von Tobeln
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.
"A goal without a plan is just a wish."
- Antoine de Saint-Exupery
"If you don't know where you are going, you might not get there."
- Yogi Berra
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.
"Talent wins games, but teamwork and intelligence win championships."
- Michael Jordan
"If everyone is moving forward together, then success takes care of itself."
- Henry Ford