Broker Check


Mercer Wealth Management, LLC was established to provide individuals, families and small business owners objective financial advice. Utilizing a comprehensive, repeatable planning process we collaborate with you to develop an investment path forward that is tailored to your specific needs and goals. Our goal is to provide the personalized service of a small firm while being able to offer independent investment options, progressive risk analysis and financial planning tools, and access to high quality research.

We work with clients from many walks of life including employees preparing for retirement, adult children making decisions concerning their parent’s future care, and business owners seeking company retirement plan solutions. Regardless of your situation we believe that ensuring you have a structured framework can help increase your level of confidence while executing important decisions related to finances and your goals.

Impartiality: Offering investment and advisory services through an independent broker dealer we can naturally place our client’s needs and interests first. Our investment professionals have access to a wide variety of solutions ensuring client’s interests and needs are met.

Integrity: Relationships are built on trust and mutual respect. Our pledge to act in our client’s interests by being principled, truthful and direct will never waiver.

Privacy: We observe the need for our clients’ confidentiality and follow industry guidelines to guard against any potential unintended disclosures.

Proficiency & Diligence: We strive to present the high quality information and services to our clients. Mercer Wealth Management financial consultants make continuing education a priority, and in turn apply that to planning for clients, many times acting with a fiduciary responsibility to our advisory clients.

Professionalism: We consistently strive to maintain high standards by upholding the values and ethics of the financial planning industry at all times.