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General Info

Ranked the #1 Registered Investment Advisory Firm by Barron’s in 2024, Mercer Advisors brings a “Family Office for Every Client” approach to the heart of Atlanta. As your dedicated financial advisor in Atlanta, we provide personalized guidance across every aspect of your financial life—from comprehensive wealth management to strategic estate planning. Whether you’re an individual, a family, or a business owner, our Atlanta team is here to help you navigate complex financial decisions with clarity, care, and confidence. We tailor our services to your unique goals to help ensure your legacy and wealth are preserved and positioned for long-term success. Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others. Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions. We're proud that nearly half of our client-facing team firm-wide are women.

HoursCLOSED NOW
Regular Hours:
Mon - Fri
Sat - SunClosed

Contact Info

Phone:

Main - 888-975-4554

ExtraTollFree - 888-920-1320

Address:
5555 Glenridge Connector Ste 825 Atlanta, GA 30342

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Categories
Financial Planners, Financial Services, Insurance, Investment Management, Investments, Mutual Funds
Services / Products
Estate Planning Financial Planning Insurance Solutions Investment Management Tax Planning & Preparation Trustee Services
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Data provided by one or more of the following: Thryv, Data Axle, Yext.