Mercer Advisors

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Description

  • Established in 1985, Mercer Advisors is a total wealth management firm dedicated to providing clients with financial clarity, investment insight, and long-term collaborative partnerships. Our comprehensive suite of services includes financial planning, investment management, asset protection and risk management, estate, tax, and legacy planning, retirement plan design and administration, and family wealth office services. These services are delivered holistically, rooted in the latest academic and industry findings, customized to the specific needs of each client, and delivered with a fiduciary standard of care.Our mission is to help people lead fulfilling lives by providing objective, timely advice within the context of their unique dreams and desires.
  • location

    Headquarters:1200 17th Street , Denver, Colorado, United States

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  • Mercer Advisors phone

    Phone Number: +1 800-898-4642

  • Mercer Advisors website

    Website: merceradvisors.com

  • Mercer Advisors employees

    Employees:413

  • Mercer Advisors revenue

    Revenue:$50 - 100M

  • Mercer Advisors legal name

    Legal Name:Mercer Advisors

  • Mercer Advisors's Social Media

    Mercer Advisors linkedin Mercer Advisors facebook Mercer Advisors twitter
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  • |  NAICS Code: 523920  |

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CEO for Mercer Advisors

Dave Welling

Chief Executive Officer

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View Employees

Loren Pierson

Chief Operations Officer

Tracey Lehman

Chief Service Officer

Deb Atwater

Chief Financial Officer

Gary Foodim

Chief Marketing Officer

Michael Henry

Chief Financial Officer

Frequently Asked Questions regarding Mercer Advisors

  • Where are Mercer Advisors's Headquarters?

    Mercer Advisors's Headquarters are in 1200 17th Street ,Denver,Colorado,United States

  • What is Mercer Advisors's phone number?

    Mercer Advisors's phone number is +1 800-898-4642

  • What is Mercer Advisors's official website?

    Mercer Advisors's official website is merceradvisors.com

  • What is Mercer Advisors's Revenue?

    Mercer Advisors's revenue is $50 - 100M

  • What is Mercer Advisors's NAICS code?

    Mercer Advisors's NAICS code is 523920

  • How many employees are working in Mercer Advisors

    Mercer Advisors has 413 employees

  • What is Mercer Advisors's Industry?

    Mercer Advisors is in the industry of Financial Services

  • Who is Mercer Advisors's CEO?

    Mercer Advisors's CEO is Dave Welling

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