Mercer Advisors Wealth Management

We have been with Mercer for over 20 years. We could not ask for better service. They treat you like family and have done really well for our investments. We always look forward to our yearly meetings. I highly recommend Yvonne Woods who is our advisor

The Cook / Gustafson Team has been integral in shaping our family's plans for the future and in growing our assets. They provide terrific service and are well informed, trustworthy advisors. I recommend them highly.

As a retired person who saved for a secure retirement, I highly recommend partnering with Mercer for estate planning and portfolio management. Their approach to investment, their methodology, is very similar to how I was handling my investment portfolio, but they do it better by using institutional funds with low administrative costs, and by partnering with TDAmeritrade for lower trading fees. "Savings" generated by these strategies generally cover Mercer's 'investment fees'. Mercer provides really outstanding customer service, prompt & courteous, and based on time tested experience and decision making. I especially like their over-all approach,... read full review