Mercer Advisors is a wealth management firm based in Franklin, TN that offers a unique approach to financial planning. Their team of specialized experts in financial planning, investments, tax strategies, estate planning, trustee services, and insurance work together to connect all aspects of their clients' financial lives. With a focus on the individual's best interest, Mercer Advisors provides personalized portfolio management and comprehensive financial planning to help clients achieve their ultimate financial goals.
As an independent, national fiduciary, Mercer Advisors is committed to always working in the best interest of their clients. Their investment philosophy is rooted in science and research, aiming to build globally diversified, low-cost, and tax-efficient portfolios. With a strong emphasis on saving as well as making money, Mercer Advisors helps clients navigate the complexities of their financial lives and create plans that align with their true priorities. Additionally, they are dedicated to supporting the wealth success of women, offering a significant number of female wealth advisors and tailored advice for female investors and wealth builders.
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