General Info

Mercer Advisors helps high-net-worth individuals and families in New York live the lives they want — now and in the future. We're a unified team: Advisors, planners, investors, accountants, and estate strategists that design – and execute – your financial plan. We are a true family office for all families. We put multiple wealth drivers to work: We don't rely solely on investment returns to help achieve your goals. We look at your entire financial picture, including taxes, estate, and insurance. We put you first: Our advisors don’t sell proprietary investment products and are focused on serving you, not on finding new clients.