Our Services

Singular Focus: Our Clients

We have access to world class resources and capabilities to advise in each step of a comprehensive financial roadmap

7 Foundational Pillars of Financial Stability:

1. Financial Planning

2. Investment Management

3. Retirement Planning

4. Tax Planning

5. Risk Management

6. Estate Planning

7. Philanthropic Services

Mercer Partners Wealth Management and LPL Financial do not provide legal advice or tax services. 

Please consult your legal advisor or tax professional regarding your specific situation.