Question 1

What is Mercer Advisors?

Accepted Answer

Mercer Advisors is a family office that provides a unified in-house team of planners, investors, accountants, and estate specialists to design and execute your financial plan. They offer a range of solutions including financial planning, tax planning, investment management, estate planning, and insurance solutions.

Question 2

What services does Mercer Advisors offer?

Accepted Answer

Mercer Advisors offers a wide range of services, including financial planning, tax planning and preparation, investment management, estate planning, insurance solutions, trustee services, and specialty solutions for retirement, family and health, women and wealth, and various professions.

Question 3

Who can benefit from Mercer Advisors' services?

Accepted Answer

Mercer Advisors' services are designed to benefit individuals and families across various life stages and situations, including those planning for retirement, dealing with chronic health conditions, handling inherited wealth, or navigating the unique challenges of being a business owner, corporate executive, physician, dentist, or federal employee.

Mercer Advisors - Santa Barbara

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About Mercer Advisors - Santa Barbara

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What is Mercer Advisors?

What services does Mercer Advisors offer?

Who can benefit from Mercer Advisors' services?

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