
Our Core Services
Planning for the here and now – and everything that’s yet to come.
At Mercer Partners, we know that financial planning can be daunting. Our team is passionate about empowering your journey, ensuring you feel confident every step of the way. Let’s navigate your financial future together.
Our planning process includes the following seven core services:
What They’re Saying
Don’t just take it from us. Here’s what our actual clients have to say.
“Mercer Partners Wealth Management transformed my retirement planning with their clear and personalized financial services. Their expertise gave me ultimate confidence in my future!”
“Thanks to Mercer Partners, I finally have clarity in my financial journey. Their dedicated team helped me navigate retirement planning effortlessly.”
Our Mercer Team
Experience the strength of a financial planning team that understands every stage of your journey.
Our advisors represent different generations, allowing us to craft investment strategies that align with your family values and long-term goals. We help you navigate life’s transitions, ensuring your legacy endures for generations to come.
Don Faul, CFP®
Managing Partner & Wealth Advisor
Nick Enzweiler, CFP®
Senior Partner & Wealth Advisor
Chad Faul, CFP®
Senior Partner & Wealth Advisor
Rebecca Souza
Client Service Associate
Amber McCain
Client Service Associate