Mercer Advisors - Lexington

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.