Mercer Advisors is a wealth management firm located in Boulder, Colorado, offering a unique approach to financial planning and investment management. With a team of experienced wealth advisors, they aim to help individuals protect and grow their wealth by providing expertise in financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. Their comprehensive approach ensures that all aspects of a client's financial life are considered and connected, allowing them to build on their success and enjoy the fruits of their labor.
With a focus on serving early-career professionals, pre-retirees, and retirees, Mercer Advisors offers specialized services such as tax planning and stock option planning. Their team of talented wealth advisors, including W. Thomas McNary Sr. and David E. Gardner Sr., bring a wealth of knowledge and experience to help clients navigate their financial journey. Whether it's preparing for major taxable events, creating a retirement plan, or developing an estate plan, Mercer Advisors is dedicated to helping individuals achieve their financial goals and live a fulfilling life.
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