General Info

Mercer Advisors Madison team has served families, including many with multigenerational wealth, for 24 years and counting. By coordinating Family Office Resources, we help clients navigate risks and plan for worst-case scenarios, so they can focus on achieving financial freedom and creating a meaningful, purpose-filled legacy. 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.