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Financial PlannerInvestment ServiceTax Preparation ServiceNon Profit Financial ServicesTax ConsultantInsurance Consultant
Mercer Advisors brings a “Family Office for Every Client” approach to the heart of Atlanta. As your dedicated financial advisor in Atlanta, we provide personalized guidance across every aspect of your financial life—from comprehensive wealth management to strategic estate planning. Whether you’re an individual, a family, or a business owner, our Atlanta team is here to help you navigate complex financial decisions with clarity, care, and confidence. We tailor our services to your unique goals to help ensure your legacy and wealth are preserved and positioned for long-term success.
Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others.
Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions.
We're proud that nearly half of our client-facing team firm-wide are women.
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- Requires appointmentAvailable
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- Wheelchair accessible entranceAvailable
- Wheelchair accessible restroomAvailable
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- MKMatt KuglinApr 4, 20175.0My experience with Atlanta Financial has exceeded expectations. I've worked with Harrison Fant and he has been phenomenal. I will definitely recommend Atlanta Financial to friends and family.
- BCBrad ChersonJan 13, 20155.0Can't emphasize how much Richard Henderson has helped our business to establish our 401K program. In addition to being patient with us, Rick has provided the insight and tax planning advice to maximize our employee benefits while providing for retirement. Should you need personal or business tax planning, Rick and his staff are who you should choose.
Frequently Asked Questions About Mercer Advisors - Atlanta
What services does Mercer Advisors - Atlanta provide?
Mercer Advisors - Atlanta offers financial planning, tax planning and preparation, investment management, estate planning, insurance solutions, and trustee services.
What are the business hours for Mercer Advisors - Atlanta?
They are open Monday through Friday from 8:00 AM to 5:00 PM and closed on weekends.
Where is Mercer Advisors - Atlanta located?
The office is located at 5555 Glenridge Connector, Suite 825, Atlanta, GA 30342, USA.
Does Mercer Advisors - Atlanta have facilities accessible for people with disabilities?
Yes, they have wheelchair accessible entrances, parking, and restrooms.
Do I need an appointment to meet with Mercer Advisors - Atlanta?
Yes, appointments are required to meet with Mercer Advisors - Atlanta.
How can I schedule a consultation with Mercer Advisors - Atlanta?
You can schedule a consultation by visiting their website or using their featured message link to 'Schedule a Call Today'.
What specialties does Mercer Advisors - Atlanta focus on?
They specialize in retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, dependents with special needs, and more.
Is Mercer Advisors - Atlanta recognized for its service quality?
Yes, Mercer Advisors is rated #1 RIA Firm in the Nation by Barron's.
Are there any financial or legal firms near Mercer Advisors - Atlanta that clients might also visit?
Nearby financial or legal firms include Brookhaven Wealth Management, Kaye, Lembeck, Hitt & French Family Law, and Lefkoff Rubin Gleason Russo & Williams, which can provide complementary services to clients.
What car-related services are available near Mercer Advisors - Atlanta?
Nearby are Toucar Auto LLC and Galaxy Car Sales LLC., which are car dealers, helpful if clients need vehicle services before or after their visit.
Are there any local points of interest or services near Mercer Advisors - Atlanta that clients might find useful?
Clients can find various services nearby, including Atlanta Anger Management for health, Studio Intrepid radio station, and Atlanta's car rental agency Atlantan Enterprises LLC, which can assist with transportation needs.