Did you know the universe of privately held assets is estimated to be more than five times larger than public markets? Find out what that means for you if you're a qualified purchaser. Source: McKinsey Global Institute, “The Rise and Rise of the Global Balance Sheet,” 2021.
Mercer Advisors
Financial Services
Denver, Colorado 20,162 followers
A family office for your family.
About us
Are you looking to amplify and simplify your financial life? For nearly 40 years, Mercer Advisors has been doing just that for families across the country by integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. With Mercer Advisors, you’ll benefit from a unified in-house team, a hand-picked advisor, an institutionalized-grade portfolio, and an independent national fiduciary legally obligated to always act in your best interest. Learn more about Mercer Advisors – a family office for your family.
- Website
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http://www.merceradvisors.com
External link for Mercer Advisors
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- Denver, Colorado
- Type
- Privately Held
- Founded
- 1985
- Specialties
- Holistic Wealth Management, Financial Planning, Family Wealth Office, Investment Management, Risk Management, Asset Protection, Estate, Tax and Legacy Planning, and Retirement Plan Design and Administration
Locations
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Primary
1200 17th St
Denver, Colorado 80202, US
Employees at Mercer Advisors
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David R Jennings
Strategic leader with 20+ years managing UX/UI design teams. Passionate about delivering products to delight users with impactful product and UI…
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Will Rockett, CFA
Investment Strategist Team Leader | Financial Advisor Education | Alternative Investments | Adjunct Professor
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Kenny Landgraf
Client Advisor at Mercer Advisors at Mercer Advisors
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Stacy Orff
Vice President, Platform Marketing at Mercer Advisors
Updates
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We're honored to have been recognized by various publications for our dedication to delivering exceptional service to our clients. We are excited to build on this positive momentum as we innovate and enhance the client experience! Learn more: https://buff.ly/464lG4O
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What types of insurance make more sense when you are... Single or married? Have children or don't have children? Renting or own a home? Employed or retired? Read below to find the guidelines for insurance needs at each life stage or age.
Insuring Life's Journey: Tailored Insurance Solutions for Every Age and Stage
https://www.merceradvisors.com
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Which taxes could be affected by the 2024 presidential election? Find out how the potential policies from former President Donald Trump and President Joe Biden could impact you.
Potential Tax Policy Implications of the November Presidential Election
https://www.merceradvisors.com
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Are you a pet parent? Our furry (or feathered, or scaly) friends are family too! 🐾 Make sure they're taken care of by including them in your estate plan. Show your love and loyalty by planning for their future, even when you can't be there.
How To Make Sure Your Pets Are Taken Care of After You're Gone
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📢 Open Invite! Join us for a special webinar event: Q3 Market Outlook. Gain valuable insights from our Chief Investment Officer, Donald Calcagni, as he discusses key topics including, 💠 Inflation: Will inflation pressures subside? 💠 Election Year: What are potential implications? 💠 Stocks: Where can investors look for higher return potential and better diversification? 💠 Interest Rates: How can investors benefit from interest rate cuts? 💠 U.S. Dollar: Is it still the preferred global reserve currency? Don't miss out – register today! 🔗: https://buff.ly/3RYeG3w
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Our CIO Donald Calcagni recently spoke to Asset TV to provide a mid-year outlook on the state of the U.S. economy. Three of his hot takes: 1️⃣ The stock market is more highly concentrated than it has been in a very long time. 2️⃣ In the second half of 2024, the economy is still facing headwinds from interest rates and inflation, both of which remain painfully high. 3️⃣ Private markets offer opportunities for qualified investors to achieve true, more meaningful diversification combined with higher expected returns. Watch the full interview here: https://buff.ly/3Lg9V1r
Mid-Year Outlook with Mercer Advisors CIO
assettv.com
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🎉 We just hit 20,000 followers on LinkedIn! Thank you to each and every one of you for your support, engagement, and trust. We are grateful for this amazing community and look forward to continuing to share valuable insights, updates, and achievements with you. Here's to reaching new heights together! Thank you for being a part of our journey.
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