General Info

The Mercer Advisors Lehigh Valley office and its predecessors have guided clients through the various stages of their financial lives since the 1980s. In fact, our principals are lifelong residents of the Valley. Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, navigating family dynamics and providing clarity when complexity arises. Lifecycle financial planning: Our comprehensive approach is designed to help you enjoy the present – and the future. Private market investment: Our institutional-grade investing provides access to otherwise hard-to-reach private investments, for those who qualify.