Mercer Advisors is a wealth management firm based in Columbus, OH that offers a unique approach to financial planning and investment management. Their team of specialized advisors brings together expertise in various areas such as financial planning, investments, tax strategies, estate planning, trustee services, and insurance to help clients connect all aspects of their financial life and guide them towards their ultimate goals. With a focus on the client's best interest, Mercer Advisors provides personalized portfolios, rooted in science and research, that are globally diversified, low cost, and tax efficient.
Committed to the success of women, Mercer Advisors stands out in the industry with 50% more female wealth advisors than the average. They offer the option for female investors and wealth builders to partner with a female advisor who can provide pertinent advice for life events specific to them. Through their comprehensive approach and shared experiences, Mercer Advisors aims to create financial plans that not only work for the client but also for the people they care about.
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