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Financial PlannerInvestment ServiceTax Preparation ServiceNon Profit Financial ServicesTax ConsultantInsurance Consultant
Our financial advisors in Leawood go beyond traditional financial planning to deliver a truly comprehensive wealth management experience. What sets us apart?
- Fiduciary, Fee-Only Approach – We always act in your best interest, with no hidden commissions or conflicts of interest.
- Integrated Financial Services – From investment management and estate planning to tax strategies and trust services, we provide holistic solutions under one roof.
- Personalized, Goal-Based Planning – Your financial journey is unique, and so is our approach. We craft tailored plans to help you achieve your life goals, not just financial benchmarks.
- A National Firm with a Local Touch – While backed by a national team of experts, our Leawood advisors provide a personalized, boutique experience with deep knowledge of the Kansas City community.
Let’s build your financial future—your life’s work deserves a comprehensive plan.
Schedule a consultation today!
Details
- RestroomAvailable
- Wheelchair accessible entranceAvailable
- Wheelchair accessible restroomAvailable
Location
Hours
Frequently Asked Questions About Mercer Advisors - Leawood
What types of financial services does Mercer Advisors - Leawood offer?
Mercer Advisors - Leawood provides comprehensive wealth management including financial planning, investment management, tax planning and preparation, estate planning, insurance solutions, and trustee services.
What sets Mercer Advisors - Leawood apart from other financial advisors?
They offer a fiduciary, fee-only approach with integrated financial services and personalized, goal-based planning, backed by a national team but with local expertise in the Kansas City community.
What are the business hours for Mercer Advisors - Leawood?
The office is open Monday to Friday from 8:00 AM to 5:00 PM and closed on weekends.
Where is Mercer Advisors - Leawood located?
Mercer Advisors is located at 5251 West 116th Place, Suite 200, Office - 225, Leawood, KS 66211, USA.
Is Mercer Advisors - Leawood accessible for individuals with disabilities?
Yes, the office has wheelchair accessible entrance, parking, and restrooms.
How can I schedule a consultation with Mercer Advisors - Leawood?
You can schedule a consultation by visiting their website or using the 'Schedule a Call Today' featured message link.
Which nearby coffee shop could I visit before or after my appointment at Mercer Advisors - Leawood?
You can visit Parisi Café, a nearby coffee shop and Mexican restaurant located close to Mercer Advisors - Leawood.
Are there any local bars or lounges near Mercer Advisors - Leawood where clients might relax?
Yes, Verdigris is a nearby cocktail bar and lounge guests can visit around their appointments.
Are there other financial advising firms near Mercer Advisors - Leawood?
Yes, Insight Investment Advisers, Melton Wealth Partners, and Gen4 Wealth Advisors - Aaron Herwig are nearby financial advising services clients might consider.
How might seeking real estate services complement a visit to Mercer Advisors - Leawood?
Clients interested in real estate can connect with nearby real estate agents such as SEEK Real Estate, Dawn Schultz Team KC, Michelle O'Connor Real Estate, Engel & Völkers, and Casey Hubele - Realtor for coordinated financial and property planning.