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HomeMercer Advisors
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Mercer Advisors

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About Mercer Advisors

Mercer Advisors is a nationwide wealth management firm that combines financial planning, investment management, tax, estate, and insurance services through a unified in-house team. Marketed as a family office for families, it emphasizes fiduciary care and personalized guidance for a broad client base across the United States. The firm positions itself as a top-ranked RIA with institutional-grade portfolios and a national presence, while maintaining local office support to serve clients regionally.

Recent News

No recent news for this company.

Recent Deals

No recent deals for this company.

Key Team Members

Dave Welling

Chief Executive Officer

Daniel Gourvitch

President

Donald Calcagni

Chief Investment Officer

Gün Keresteci

Chief Financial Officer

Christine Cataldo

Chief Technology and Digital Officer

Key Facts

HQ Location

Denver, United States

Founded

1985

Employees

1K-5K

Status

Private

Website

https://merceradvisors.com