First Command - Closed

We specialize in the design, installation, and administration of insurance and wealth management strategies for family-owned and multinational family corporations, as well as the value-based needs of the affluent and ultra-affluent

Our Mercer Advisors Boca Raton team has worked with high-net-worth individuals and families in Southeast Florida for decades to preserve and protect their wealth and maximize their legacy for the next generation. Whatever your goals or life stage, we are here to provide you with the blueprint for achieving Economic Freedom™. Wealth optimization for business owners: Whether you are contemplating a third-party sale, transfer to family members, or a sale to employees, we can help maximize your potential for success. Retirement planning expertise: Our team specializes in helping people at or near retirement devise strategies to maximize income while minimizing taxes. Life transition events: We have deep expertise working with clients through major transitions to minimize financial impact and achieve Economic Freedom™.