Mercer Advisors - Boca Raton
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Mercer Advisors is a leading registered investment advisory firm that specializes in providing comprehensive financial services to families, combining the sophistication of a family office with the personalized touch of a local boutique. Their unified team of planners, investors, accountants, and estate specialists collaborate to design and execute tailored financial plans, ensuring clients' best interests are always prioritized.
With nearly 40 years of experience, Mercer Advisors has built a reputation for excellence, managing over $77 billion in client assets across 100 regional offices. Their commitment to amplifying and simplifying financial lives is underscored by a hand-picked wealth advisor focused on individual client needs and an institutional-grade portfolio managed by a diverse team of 100 investment professionals.
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