Mercer Advisors Unclaimed

Streamline your financial life with comprehensive planning and expert guidance.

Holistic, fiduciary financial planning that integrates investment management, tax, estate, insurance, and lifetime cash‑flow planning for individuals and families.

Institutional‑grade portfolio construction and active portfolio management tailored to retirees, executives, and high‑net‑worth clients, delivered by an in‑house team of investment professionals.

Integrated tax optimization, tax preparation, estate planning, estate administration support, and trustee services to preserve and transfer wealth efficiently.

Generational wealth planning, family business continuity, professional trustee services, and coordinated estate strategies for multi‑generational and high‑net‑worth families.

Advisory for business owners and entrepreneurs on selling businesses, succession planning, IPOs and liquidity events, and concentrated equity strategies.

Financial Planning

A core solution that unifies financial planning with investment management, tax planning, estate planning, and insurance to guide your financial life.

• Receive Unbiased Advice
  Work with professionals who prioritize your financial wellbeing and act solely in your best interest.
• Enhance Financial Planning
  Integrating tax strategies with your overall financial plan ensures that tax considerations maximize your wealth growth.
• Leverage Expert Management
  Benefit from a highly skilled team dedicated to optimizing investment strategies.
• Facilitate Wealth Transfer
  Ensure that your wealth is transferred according to your wishes while minimizing taxes and legal challenges.
• Ensure Comprehensive Coverage
  Integrates life and other insurance needs within your wealth plan to ensure all aspects of your financial life are covered.
• Enhances Wealth Transfer
  Provides a dedicated expert to manage assets, execute the trust provisions, and facilitate a smooth transfer of wealth across generations.
• Craft a Comprehensive Retirement Plan
  Work with specialists to design a robust retirement plan that covers financial goals, investments, and income strategies tailored to your needs.
• Enhance Support For Family
  Ensure your family members with special needs have the financial support they require for a secure future.
• Maximizes Sale Value
  Provides comprehensive support throughout the business selling process, ensuring clients obtain the maximum value for their business.
• Engage Expert Planning
  Benefit from comprehensive strategies specifically designed for concentrated stock holdings, ensuring you navigate complexities efficiently.
• Acts In Your Best Interest
  Combining intimate service with sophisticated capability to ensure your financial goals are met.
• Delivers Dedicated Service
  Provides personalized attention to understand and meet your specific financial needs.
• Offers Holistic Financial Management
  Integrates various financial services for comprehensive and cohesive planning.
• Integrate All Aspects Of Your Finances
  Gain a complete view of your financial situation by integrating all aspects, allowing for smarter financial decisions.
• Maximize Tax Efficiency
  Implementation of targeted strategies to minimize tax liability while supporting your financial goals effectively.
• Customize Your Investment Strategy
  Receive personalized investment plans aligned with your individual financial objectives.
• Integrate Financial Services
  Align estate planning with financial and investment strategies for a cohesive approach to wealth management.
• Customize Your Coverage
  Offers personalized insurance solutions designed specifically for your financial goals and family needs.
• Receive Personalized Advice
  Get tailored strategies to maintain your desired lifestyle during retirement, ensuring that your financial resources last.
• Ensure Legacy Continuity
  Plan for the transfer of wealth across generations to preserve family legacies.
• Access Specialized Financial Strategies
  Physicians receive tailored financial services designed to meet the unique financial situations faced by medical professionals, including debt management and investment strategies.
• Secure Financial Future
  Professional athletes receive expert guidance on income management, career longevity strategies, and post-career planning to ensure financial security.
• Offers Tailored Guidance
  Provides personalized financial planning that addresses the unique challenges faced by women who are the primary earners in their households.
• Supports Entrepreneurial Growth
  Provides dedicated support and resources for female entrepreneurs to manage and grow their businesses effectively.
• Strengthens Family Business Strategy
  Offers specialized planning and strategies to manage the unique dynamics of family businesses effectively.
• Optimizes Financial Outcomes Of Exits
  Helps clients navigate the financial and strategic implications of initial public offerings and other liquidity events to maximize their outcomes.
• Facilitate Smooth Transition
  Provide tailored guidance to help business owners navigate succession planning and preserve family legacy.
• Customized Investment Strategies
  Tailored investment approaches designed to optimize returns while managing risks.
• Access Comprehensive Resources
  Benefit from a diverse team working collaboratively to build a tailored financial strategy.
• Leverage Professional Know-How
  Experienced professionals ensure accurate and timely tax filings, reducing stress and potential liabilities.
• Access Institutional-Grade Resources
  Utilizes high-quality investment resources that enhance overall portfolio performance.
• Personalized Solutions
  Develop unique estate plans that consider your family's specific needs and dynamics.
• Manage Financial Risk
  Effectively manages risks by integrating coverage and planning into your overall financial strategy.
• Streamlines Trust Administration
  Expert guidance for efficient trust administration, ensuring compliance and timely management, reducing the burden on family members.
• Optimize Your Tax Strategy
  Gain insights into tax-efficient withdrawal strategies to maximize your retirement income and minimize tax burdens.
• Manage Investment Risk
  Access an institutional-grade portfolio managed by professionals who specialize in retirement investment strategies.
• Navigate Divorce Financially
  Receive tailored guidance to manage financial implications during and after divorce.
• Support LGBTQ+ Family Structures
  Ensure financial strategies reflect the specific needs of LGBTQ+ families.
• Receive Customized Guidance
  Business owners receive personalized financial strategies to address their unique needs and challenges in managing business assets.
• Enhance Executive Benefits
  Corporate executives benefit from strategic financial planning, optimizing compensation packages, tax strategies, and retirement benefits.
• Craft Innovative Business Plans
  Tech founders and entrepreneurs gain access to strategic financial advisory services that support business growth and innovation.
• Delivers Personalized Strategies
  Focuses on the specific financial goals and challenges of single women, ensuring their financial security and independence.
• Navigates Unique Financial Challenges
  Offers specialized planning to help widows manage their finances and cope with the financial implications of loss.
• Facilitates Smooth Job Changes
  Provides tailored guidance and resources to ease the transition into new roles, helping clients navigate the complexities of job switching.
• Integrate Unique Holdings
  Understand the role of unique assets in your overall financial strategy and utilize tailored approaches to maximize their potential.
• Optimize Wealth Management
  Navigate the complexities of financial markets during significant liquidity events to maximize your wealth potential.
• Preserves Wealth Across Generations
  Helps to minimize tax liabilities and supports effective wealth transfer to future generations.
• Plan For Every Life Stage
  Address specific needs and concerns that arise at different stages of your life.
• Ongoing Tax Strategy
  Receive expert guidance on adapting your tax strategies to changes in regulations, life events, or financial goals throughout the year.
• Integrate Your Financial Goals
  Streamline financial management by having all aspects coordinated through one trusted advisor.
• Facilitate Smooth Transitions
  Receive expert advice on the financial implications and logistics of relocating during retirement, making the process seamless.
• Streamline Financial Strategies
  Optimize financial management strategies for families with dual incomes.
• Consider Health Implications
  Address chronic health challenges in your long-term financial strategy.
• Explore Tailored Solutions
  An overview of customized financial planning services designed to suit various professions, including education on specific financial needs.
• Informs Comprehensive Planning
  Provides a holistic view of the financial services specifically tailored for women, addressing their unique wealth management needs.
• Integrate Health & Wealth
  A comprehensive approach to align family health needs with financial planning.