Tactical Tax & Estate Planning

For 40 years, Mercer Advisors has called Arizona home. Most of our Scottsdale advisors were born and raised here, and love providing our clients a local office feel — with the resources of a national firm. Deep experience with: Medical professionals, entrepreneurs, tech leaders, real estate professionals, and engineers. Specialized solutions include: Real estate wealth, multi-generational succession planning, concentrated stock positions, divorce, and other life transitions. We're proud that nearly half of our client-facing team firm-wide are women.

We are a team of financial advisors, CFPs®, CPAs, financial planners and administrative professionals with branch offices located around the country. We specialize in holistic customized financial planning including retirement income planning, investment management, tax planning and strategy, estate planning, college planning, among many other financial services. Our purpose is to help our clients navigate the path to a better, more secure future.