Mercer Advisors

Mercer Advisors is honored to be named #1 on Barron’s 2024 Top 100 RIA Firms list! This year’s ranking is particularly meaningful because it reflects our commitment to being better, not just bigger. Click here for important information on the ranking methodology: https://buff.ly/3TuYzv6

Deciding when to take Social Security benefits can impact your retirement income. Our new article provides insights into the pros and cons of delaying benefits and how to help make the decision that best fits your financial goals. https://buff.ly/u0jOE7y

Are you an RIA owner wondering how joining a firm like Mercer Advisors could benefit you and your team? When we welcome new firms, we leverage our collective expertise to better serve clients, provide greater opportunities for employees, and foster new client relationships. We're committed to helping our partners achieve their dreams and creating something truly powerful together. Learn more in this video from Dave Welling. https://buff.ly/sJUGA6v

Identifying and addressing donor hesitations is essential for nonprofits aiming to maximize their impact. Our latest article discusses common giving barriers and offers insights on building stronger donor relationships. Learn more and take proactive steps toward sustainable giving. https://buff.ly/XID8G1e

If you're attending the Women in Independent Wealth Summit this week, don't miss Sr. Wealth Advisor Nancy Hughes, CFP in a panel discussion on cultivating a supportive culture for women advisors and tailoring your firm's approach to women clients.

With tariffs and their impact on the economy being a hot topic this week, the media turned to CIO Donald Calcagni who shared insights with Reuters, Wall Street Journal, CNBC, and more. "We think it's a market where investors should just remain cautious, stay very well diversified, and resist trying to be the hero." Read his insights here:

Watch Now: Our President Daniel Gourvitch was featured on the Trends with Benefits podcast from VanEck to discuss what sets Mercer Advisors apart. Hear what he has to say about the power of diversification, our custom-built and institutional-grade portfolios, and the value of hand-picked advisors. Watch the full episode here.

RIA M&A activity continues at record highs. Ted Motheral shared his insights from the stage at RIA Edge Nashville this week: For many sellers, it's about removing some of the burdens of entrepreneurship. "Think about how many hats you wear and think about how many hats you want to take off and give to a firm with a department that will handle those things for you as good or better than you handle them yourself." Learn more about partnering with us here: https://buff.ly/lc4qGa0

We're excited to welcome D. Scott Neal, Inc., with offices in Lexington and Louisville, Kentucky, to the Mercer Advisors family. The partnership, our first in Kentucky, helps bring our family office services to clients in that state and expands the services the D. Scott Neal team can offer to its clients. Learn more here. https://buff.ly/BVYkkTW

We're excited to welcome Vishria Bird Financial Group, LLC to the Mercer Advisors family. The firm, based in Memphis, specializes in serving U.S. citizens with inheritance and asset ties to India, a growing center of affluence, and has established a substantial client base in Tennessee, California, and Florida. The partnership complements our existing offices in the Nashville area and supports Vishria Bird in offering enhanced services to their clients. Learn more here. https://lnkd.in/gmSWQdK4