Mercer Advisors - Gallatin
Our Gallatin-based team has spent more than twenty-five years helping individuals and families across the southeast make critical decisions with their wealth. Whether you are saving for or nearing retirement, selling a business, or transferring wealth to the next generation, we create a customized, comprehensive plan designed to help achieve your goals. Comprehensive planning: Our team specializes in constructing your financial plan to help meet specific goals. Our areas of expertise include retirement planning, investment management, tax, estate and insurance planning. Extensive experience with: Executives, physicians, widows, entrepreneurs and small business owners. Institutional-grade investing: Our approach is modeled after the best practices of the world’s largest institutional investors and provides access to private markets for those who qualify.
