About this business
For over 25 years, Mercer Advisors has been a trusted financial advisor in Chicago, helping individuals and families build and protect their wealth with confidence. Our experienced local team—featuring CFP, CDFA, and MBA professionals—delivers personalized wealth management and retirement planning strategies tailored to your unique goals. Whether you're planning for retirement, growing your portfolio, or navigating complex financial decisions, we’re here to help you achieve financial peace of mind in every stage of life.
Local footprint: We have advisors sitting in the heart of Chicago and the surrounding areas including the Western suburbs all the way up to the North Shore.
Specialized solutions include: Illinois estate tax strategies, strategies for reducing income tax, and multi-generational succession planning.
Complex family dynamics: Our team has extensive experience working with widows/widowers, clients navigating divorce or other life transitions, as well as parents of special needs children.
Products and Services
Financial Planning
Tax Planning & Preparation
Investment Management
Estate Planning
Insurance Solutions
Trustee Services
Our Specialties: Retirement Planning, Living in Retirement, Relocating in Retirement, Divorcing or Divorced, Chronic Health Conditions, Dependents with Special Needs, Dual Career Families, Inherited Wealth, Business Owners, Corporate Executives, Physicians, Dentists, Federal Employees, Women - Primary Breadwinners, Women - Business Owners, Women - Widows, Selling Your Business, Switching Careers, IPOs & Recapitalization, Concentrated Stock, Family Businesses, Pro Athletes, Professional Investors, Generational Wealth Stewards
Mon 8:00 AM to 5:00 PM
Tue 8:00 AM to 5:00 PM
Wed 8:00 AM to 5:00 PM
Thu 8:00 AM to 5:00 PM
Fri 8:00 AM to 5:00 PM
Sat Closed
Sun Closed
Features
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