At Mercer Partners, we are deeply committed to providing personalized financial planning in a thoughtful and responsive environment to clients who are goal-focused and relationship-driven.

With an authentic and empowering voice, we help our clients feel clarity and confidence through our Mercer 360° Process™.

LPL Financial Form CRS

Check the background of your financial professional on FINRA’s BrokerCheck here >

The financial professionals of Mercer Partners Wealth Management are registered representatives with, and securities are offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Private Advisor Group, LLC, a registered investment advisor. Mercer Partners Wealth Management and Private Advisor Group, LLC are separate entities from LPL Financial. Mercer Partners Wealth Management and LPL Financial do not provide legal advice or tax services. Please consult your legal advisor or tax professional regarding your specific situation.

The LPL Financial representative/s associated with this website may only discuss and/or transact business with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Private Advisor Group CRS Form

Events for September 29, 2026

Latest Past Events

Contact Us Today

Connect on Social

Get Instant Access to This Guide