Established in 1985, Mercer Advisors is a fee-only total wealth management firm that provides comprehensive financial planning and investment management services. Our Strategic Advisory teams use a systematic, collaborative approach that combines award-winning and academically validated strategies with best-in-class execution practices designed to increase return, reduce risk and mitigate tax exposure within client portfolios.
Our services include: proactive tax planning, management and mitigation, insurance, retirement plan design & administration and retirement distribution planning. As a Registered Investment Advisor (RIA), Mercer Advisors is regulated by the SEC and held to a fiduciary standard.
Mercer Advisors Inc. offers a wide variety of investment services to afford its clients significant competitive advantage within the RIA industry:
• Comprehensive wealth management plan
• Individualized portfolio design/investment strategy
• Small Business Consulting/Transition planning
• Tax management
• Distribution/Cash Management.
Jason joined Mercer Advisors in 2009 and quickly became a valued member of the Atlanta team. In 2011 he moved to Florida to help open the new branch office in Sarasota where he supports Paul Miguel and serves as the in-office advisor. Jason enjoys guiding his clients through the financial planning process helping them to define their life goals and create a plan that will allow them to achieve those goals. He also supports his coworkers in delivering quality service to all clients. Jason graduated summa cum laude from the University of Georgia with a bachelor's degree in Financial Planning.
How to choose a financial advisor
You know the importance of saving for retirement, but do you have the time and know-how to accomplish your financial goals? In an increasingly busy world, it's possible that keeping close tabs on your investment accounts isn't exactly realistic. more
Overwhelmed by debt? Know your options
If you find yourself in a financial hole you can't get out of, it's important to know you have options. Being in debt can cause people to continue to make payments that they can't afford or can barely afford without much hope of ever eliminating the debt. If you find yourself in this position, there are a few routes you can pursue to free yourself from overwhelming debt. more
Roth IRA Conversion Points to Consider
It seems that nearly every day, some sort of advertisement, article or promotion regarding the 2010 changes for Roth IRA conversions comes our way. This is a potentially great option for some individuals. However, most of what we see looks more like a sales pitch than real financial advice. more