Navigate Retirement With a Team That Understands Your Journey.

Prepare for the journey ahead with personalized financial planning built for every phase of life.

Tailored Financial Solutions
That Last a Lifetime

Guided by a financial team that’s seen it all.

Whether you’re a young professional or nearing retirement, we provide strategies that resonate with your unique phase of life.

We understand and embrace that life’s financial needs shift with time. From college planning, that new job, to the last steps towards retirement, we’re here to support you and your family at every stage – providing continuity and care throughout your financial journey.

Experience planning that understands you—every step of the way.

The Mercer 360° Process

Your Financial Goals, Our Mission

Financial planning is not a static process — it is fluid and dynamic.  As your life changes, your needs and priorities will change too.

We provide ongoing advice to assure we can prepare for the critical financial events in your life with confidence and clarity.

Our proprietary 360° Process is designed to bring all the pieces of your financial life together into one comprehensive plan.

The Mercer Retirement Center

Guided by the Mercer 360° Process, our Retirement Center offers insights, resources, and tools to help you pursue success
and purpose throughout your retirement journey.

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!”
Joe Williams, Current Client
“Thanks to Mercer Partners, I finally have clarity in my financial journey. Their dedicated team helped me navigate retirement planning effortlessly.”
Steve Miller, Current Client

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

Ready To Get Started?

Feeling overwhelmed by financial decisions? Ready to start planning the retirement you want? We’re here to guide you from start to finish.

It all starts with a conversation. Reach out to us today.