Lefforge, Nan MD
Mercer Advisors is a family office dedicated to amplifying and simplifying the financial lives of families, offering a unified in-house team of planners, investors, accountants, and estate specialists. With nearly 40 years of experience, they provide tailored wealth management solutions that prioritize clients' best interests through personalized service and sophisticated capabilities.
Ranked as the top Registered Investment Advisor firm in the nation by Barron's, Mercer Advisors manages an institutional-grade portfolio designed specifically for each client, supported by a team of over 100 investment professionals. Their comprehensive services include financial planning, investment management, tax planning, estate planning, and insurance solutions, ensuring a holistic approach to wealth management.
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