Specializing in comprehensive financial planning which includes investment management, cash flow planning, estate planning, tax planning and preparation, insurance planning, and trust servicesServing over 250+ households with over $490 million in assets under managementWe are fiduciaries. Your interests come first.">
Specializing in comprehensive financial planning which includes investment management, cash flow planning, estate planning, tax planning and preparation, insurance planning, and trust servicesServing over 250+ households with over $490 million in assets under managementWe are fiduciaries. Your interests come first.">
Since 1998, we have helped individuals and business owners in Central Georgia find the confidence that comes with carefully designed financial plans. Our job is to help you, our clients, achieve your investment goals, so you can be more secure for the future. Whether your first priority is planning for retirement, exit planning for your business, managing a 401(k)-pension plan or creating a tax-efficient estate plan, we can help organize your financial life. Our team combines local expertise with the strength of a national firm to guide your financial journey.<ul style="font-weight: 400;">
<span data-ogsc="black">Specializing in comprehensive financial planning which includes investment management, cash flow planning, estate planning, tax planning and preparation, insurance planning, and trust services</span>
<span data-ogsc="black">Serving over 250+ households with over $490 million in assets under management</span>
<span data-ogsc="black">We are fiduciaries. Your interests come first.</span>
Is Mercer Advisors - Macon accessible for people with disabilities?
Yes, the office has a wheelchair accessible entrance, parking, and restrooms for accessibility.
How can I schedule a consultation with Mercer Advisors - Macon?
You can schedule a consultation by visiting their website or contacting them directly via phone.
Which nearby legal services can I visit after meeting Mercer Advisors - Macon?
Near Mercer Advisors - Macon, you can visit the Law Offices of Neal Weinberg or J. Britt Thames for legal services, which might complement your financial planning needs.
Are there local health services near Mercer Advisors - Macon I can access?
Yes, nearby health centers include Macon Rehabilitation and Performance, Eisner Laser Center, and Southern Primary Care, ideal for wellness visits before or after your financial planning appointment.
What nearby dining options are available around Mercer Advisors - Macon?
Fazoli's, an Italian restaurant and bar, is close to Mercer Advisors - Macon, perfect for a meal before or after your visit.
Does Mercer Advisors - Macon serve specific client groups or specialties?
Yes, they specialize in retirement planning, business owners, corporate executives, physicians, dentists, women business owners, and several other client groups with unique financial needs.