Business Details
About
Financial PlannerInvestment ServiceTax Preparation ServiceNon Profit Financial ServicesTax ConsultantInsurance Consultant
For over 25 years, Mercer Advisors has been a trusted financial advisor in Chicago, helping individuals and families build and protect their wealth with confidence. Our experienced local team—featuring CFP®, CDFA®, and MBA professionals—delivers personalized wealth management and retirement planning strategies tailored to your unique goals. Whether you're planning for retirement, growing your portfolio, or navigating complex financial decisions, we’re here to help you achieve financial peace of mind in every stage of life.
Local footprint: We have advisors sitting in the heart of Chicago and the surrounding areas including the Western suburbs all the way up to the North Shore.
Specialized solutions include: Illinois estate tax strategies, strategies for reducing income tax, and multi-generational succession planning.
Complex family dynamics: Our team has extensive experience working with widows/widowers, clients navigating divorce or other life transitions, as well as parents of special needs children.
Details
- RestroomAvailable
- Wheelchair accessible entranceAvailable
Location
Hours
Frequently Asked Questions About Mercer Advisors - Chicago
What services does Mercer Advisors - Chicago offer?
Mercer Advisors - Chicago offers financial planning, tax planning and preparation, investment management, estate planning, insurance solutions, and trustee services.
What are the specialties of Mercer Advisors - Chicago?
Their specialties include retirement planning, living in retirement, relocating in retirement, handling complex family dynamics such as divorce or special needs dependents, business owners, corporate executives, physicians, dentists, and more.
Where is Mercer Advisors - Chicago located?
Mercer Advisors - Chicago is located at 330 N Wabash Ave., Office 24-115, Chicago, IL 60611, USA.
What are the operating hours of Mercer Advisors - Chicago?
Mercer Advisors - Chicago is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on Saturdays and Sundays.
Is Mercer Advisors - Chicago accessible for people with disabilities?
Yes, Mercer Advisors - Chicago has a wheelchair accessible entrance and restroom facilities.
How can I schedule a consultation with Mercer Advisors - Chicago?
You can schedule a consultation by visiting their website or contacting them via phone at +1 888-920-1320.
Is Mercer Advisors - Chicago a reputable firm?
Yes, Mercer Advisors is recognized as the #1 Rated RIA Firm in the Nation by Barron's.
What nearby landmarks or offices are close to Mercer Advisors - Chicago?
Nearby places include 330 North Wabash (a landmark and commercial real estate building) and BDO National Office, a business consulting firm.
Are there nearby amenities where I can grab a coffee or relax before my appointment?
Yes, you can visit Alonti Market Cafe, a nearby cafe, for coffee or a casual meal.
What transit or community services are near Mercer Advisors - Chicago for convenience?
Nearby community and health services include American Medical Association and Neurocritical Care Society, plus transit-friendly locations like Full Circle Communications and COE marketing agencies, making it convenient for clients visiting Mercer Advisors.