Mercer Advisors - Plano

Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others. Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions. We're proud that nearly half of our client-facing team firm-wide are women.

Our Park Cities team is deeply committed to the individuals and families of the Dallas-Fort Worth area. Many of our advisors have been working with local residents for over three decades, helping them navigate financial complexity and achieve their goals. Multi-generational wealth management and philanthropy: Our team specializes in navigating family dynamics and providing clarity when complexity arises. Special needs: Our team has extensive experience working with families with complex circumstances, including parents of children with special needs. Deep experience with: Small business ownership and succession planning, divorce, and executive compensation plans.

Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others. Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions. We're proud that nearly half of our client-facing team firm-wide are women.