Business Details
About
Financial PlannerInvestment ServiceTax Preparation ServiceNon Profit Financial ServicesTax ConsultantInsurance Consultant
We put you first: Our advisors don’t sell proprietary investment products and are focused on serving your best interests, not finding new clients.
Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, as well as navigate family dynamics and other complexities that arise from it.
Extensive experience helping Ford, UPS and GE and other corporate employees manage options and retirement planning as a component of a comprehensive financial plan.
Location
Hours
Frequently Asked Questions About Mercer Advisors - Lexington
What services does Mercer Advisors - Lexington offer?
They offer financial planning, tax planning & preparation, investment management, estate planning, insurance solutions, and trustee services.
What are the office hours for Mercer Advisors - Lexington?
The office is open Monday to Friday from 8:00 AM to 5:00 PM and is closed on weekends.
Where is Mercer Advisors - Lexington located?
The office is located at 3292 Eagle View Lane, Suite 290, Lexington, KY 40509, USA.
How can I schedule a consultation with Mercer Advisors - Lexington?
You can schedule a consultation by visiting their website or contacting them via phone or their featured call link.
What makes Mercer Advisors - Lexington unique in wealth management?
They do not sell proprietary investment products and focus on serving clients' best interests, specializing in multi-generational wealth management and complex family dynamics.
What types of clients does Mercer Advisors - Lexington specialize in serving?
They specialize in serving corporate employees, business owners, physicians, dentists, federal employees, women in various roles, professional investors, and families with special needs among others.
Is Mercer Advisors - Lexington recognized for their advisory services?
Yes, Mercer Advisors is the #1 Rated RIA Firm in the Nation according to Barron's.
What nearby services can complement a visit to Mercer Advisors - Lexington?
Nearby services include Silvestri-Craig Realtors for real estate, Discount Car Insurance for auto insurance, and Summit Title Services for real estate transactions.
Are there nearby health-related services close to Mercer Advisors - Lexington?
Yes, there are several nearby health services including Family Allergy & Asthma, Hamburg Expressions dental clinic, and the Waldman Schantz Turner Plastic Surgery Center.
What nearby dining or leisure spots can clients visit near Mercer Advisors - Lexington?
Clients can visit hananoki, a nearby Japanese restaurant, or enjoy a visit to Cosmetic Solutions Med Spa for relaxation and wellness.