Business Details
About
Financial PlannerInvestment ServiceTax Preparation ServiceNon Profit Financial ServicesTax ConsultantInsurance Consultant
The Minneapolis team has been defining the family office experience since 2015 and is proud to support families in the Twin Cities with comprehensive wealth management services. Our team, which includes CFP® Professionals, offers tailored, professional guidance to a diverse range of clients, including ultra-high-net-worth families and local executives with highly concentrated stock positions.
We’ve got a time-tested track record of helping ultra-high net worth clients navigate the complexities of intergenerational wealth. We help simplify their financial picture while always respecting the unique dynamics of each situation. We’ve helped many families achieve their life plans, not just their financial goals
We excel in working with local executives who have highly concentrated stock positions, providing tailored strategies to help manage and diversify their portfolios effectively.
We are dedicated to serving entrepreneurs by offering comprehensive financial planning and investment strategies tailored to their unique needs and goals.
Location
Mercer Advisors - Minneapolis
600 Highway 169 South, Minneapolis, MN
55426, United States
Hours
Frequently Asked Questions About Mercer Advisors - Minneapolis
What services does Mercer Advisors - Minneapolis offer?
Mercer Advisors - Minneapolis offers Financial Planning, Tax Planning & Preparation, Investment Management, Estate Planning, Insurance Solutions, and Trustee Services.
What are the business hours for Mercer Advisors - Minneapolis?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on weekends.
Where is Mercer Advisors - Minneapolis located?
Mercer Advisors - Minneapolis is located at 600 Highway 169 South, Suite 1945, Minneapolis, MN 55426, USA.
How can I schedule a consultation with Mercer Advisors - Minneapolis?
You can schedule a consultation by visiting their website or using the 'Schedule a Call Today' featured link available on their website.
What types of clients does Mercer Advisors - Minneapolis specialize in?
They serve ultra-high-net-worth families, local executives with concentrated stock positions, entrepreneurs, and individuals with unique financial needs like business owners, physicians, and professional investors.
Which nearby financial institutions can I visit when I come to Mercer Advisors - Minneapolis?
Nearby financial institutions include Oakwood Capital, McMurray Whitney Financial, Affiance Financial, LLC, Bond&Devick Wealth Partners, and the nearby US Bank.
What nearby dining options are available around Mercer Advisors - Minneapolis?
You can visit nearby restaurants such as A'viands Cafe and Buffalo Wild Wings for dining before or after your appointment.
Are there any nearby mortgage and real estate services close to Mercer Advisors - Minneapolis?
Yes, SWBC Mortgage Corp - Brandon Olson and Mike Johnson - Plus Relocation Mortgage, LLC. are nearby services specializing in mortgage and real estate.
Does Mercer Advisors - Minneapolis have a presence on social media?
Yes, Mercer Advisors - Minneapolis is active on Facebook, LinkedIn, Instagram, Twitter, and YouTube, allowing clients to stay informed and connected.
What makes Mercer Advisors - Minneapolis highly rated?
Mercer Advisors is recognized as the #1 Rated RIA Firm in the Nation by Barron's, reflecting their excellence in wealth management and client service.