Mercer Advisors
Mercer Advisors is a comprehensive wealth management and financial planning firm that helps individuals, families, and professionals amplify and simplify their financial lives through an integrated, family office-style service model. At its Charlotte office (201 South College Street, Suite 2250, Charlotte, NC 28244), the local advisory team offers personalized guidance and solutions that unify key areas such as financial planning, investment management, tax planning, estate strategy, insurance solutions, and fiduciary services.
The Charlotte office combines the boutique, high-touch service of a local firm with the depth of resources and institutional expertise of a national advisory organization. This includes access to diverse specialists — from wealth advisors to estate and tax strategists — working collaboratively to tailor plans that reflect each client’s goals, risk tolerance, and long-term priorities.
Mercer Advisors offers comprehensive wealth management through:
- Comprehensive financial planning
- Investment management and portfolio construction
- Fiduciary wealth advisory services
- Retirement planning and income strategies
- Tax planning and tax-aware investing
- Estate and legacy planning coordination
- Family office–style wealth management
- Business owner and executive financial planning
- Risk management and insurance strategy guidance
- Multigenerational wealth planning
- Charitable and philanthropic planning
- Concentrated stock and equity compensation planning
- Life transition and major milestone planning
Mercer Advisors’ Charlotte team brings deep experience advising a broad range of professionals and families, including C-suite executives, business owners, engineers, physicians, and multi-generational households. The office emphasizes solutions for retirement planning, succession and concentrated stock strategies, estate and life event planning, and support for clients facing complex financial transitions.
Clients benefit from fiduciary-standard advice, meaning advisors are legally obligated to act in the best interests of those they serve. Through this approach, Mercer Advisors aims to be a trusted partner across all phases of financial life — from building wealth and managing risk to planning legacies and navigating life changes.
Introducing Wealth Path | Mercer Advisors
