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Wealth Management Solutions - Mercer Advisors
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Mercer Advisors - Jacksonville

Business Details

822 N A1A Hwy, Ponte Vedra Beach, FL
32082, United States
(904) 861-0093

About

Financial PlannerInvestment ServiceTax Preparation ServiceNon Profit Financial ServicesTax ConsultantInsurance ConsultantFinancial Planning
Our team has spent decades helping clients make life-altering decisions with their wealth. Whether you are at or near retirement, buying or selling a business, making a career change, or desire to maximize your legacy for the next generation, we provide you with the blueprint for achieving Economic Freedom™. Retirement planning expertise: Our team specializes in helping people at or near retirement devise strategies to maximize income while minimizing taxes. Deep experience with: Advising doctors, nurses, and executives at Mayo Clinic, Baptist Health, and other Northeast Florida hospitals. Executive compensation packages: We have a deep understanding of the RSUs, stock options, and concentrated stock positions at Jacksonville-based companies such as Johnson & Johnson, CSX, and Landstar Systems.

Location

Mercer Advisors - Jacksonville
822 N A1A Hwy, Ponte Vedra Beach, FL
32082, United States

Hours

Monday8:00 AM - 5:00 PM
Tuesday8:00 AM - 5:00 PM
Wednesday8:00 AM - 5:00 PM
Thursday8:00 AM - 5:00 PM
Friday8:00 AM - 5:00 PM
SaturdayClosed
SundayClosed

Frequently Asked Questions About Mercer Advisors - Jacksonville

What services does Mercer Advisors - Jacksonville provide?

Mercer Advisors - Jacksonville offers financial planning, tax planning & preparation, investment management, estate planning, insurance solutions, and trustee services.

What are the specialties of Mercer Advisors - Jacksonville?

They specialize in retirement planning, living in retirement, relocating in retirement, and advising professionals such as doctors, corporate executives, and business owners.

Brand Certified Facts from Mercer Advisors - Jacksonville

This information is certified by Mercer Advisors - Jacksonville and published from the brand's official system of record. Data is distributed through an enterprise-grade knowledge management platform. Learn more about our data sources
Certified May 03, 2026Yext Knowledge Graph
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