Welcome to Mercer Asset Management, Inc. We appreciate you considering us for your financial planning and portfolio management needs.

Our firm was created to assist individuals of all income levels who desire the finest financial advice using a “fee-only” payment structure. We provide the knowledge, framework and guidance for our clients to balance their future, long-term financial goals while living for today. Our success is driven and measured by how much we are able to assist clients in reaching their long-term goals, while enjoying life today to the fullest.

With our fee-only compensation structure, the interests of Mercer Asset Management are always aligned with our client’s interests. As an independent planner we work solely for our clients, and do not receive compensation from selling any products associated with third parties. Mercer Asset Management offers the ability to analyze and consolidate all aspects of our client’s financial life into one coordinated plan so that each financial decision made by the client is viewed in context of their specific financial goals.

Please review additional pages of our website for information on the specific services we offer. We are pleased to offer you an initial complimentary consultation to determine if our services are appropriate for you and your family. You may contact us via this website, or through the contact information below. We look forward to working with you!