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
New ways to save your money: Be smart about how you pay
What if you threw away dollar bills every time you found them in your pocket? Does it matter how you pay for your family's everyday purchases - with cash, credit/debit card or personal check? In fact, the way you choose to pay in stores and restaurants may be costing you (and the local stores you shop in) thousands of dollars a year. more
Women's finances: Embrace the power of the purse
Every woman should have a healthy relationship with money, but the reality is that many women still heavily rely on men to handle their finances. Now is the time for women to break out of the traditional role and take action to gain financial independence. more