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Wealth Management Solutions - Mercer Advisors
Brand Certified

Mercer Advisors - Washington, DC

5.0
(1 review)

Business Details

4545 42nd St NW, Washington, DC
20016, United States
(202) 244-4460

About

Financial PlannerInvestment ServiceTax Preparation ServiceNon Profit Financial ServicesTax ConsultantInsurance ConsultantFinancial Planning
Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others. Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions. We’re proud that nearly half of our client-facing team firm-wide are women.

Location

Mercer Advisors - Washington, DC
4545 42nd St NW, Washington, DC
20016, United States

Hours

Monday8:00 AM - 5:00 PM
Tuesday8:00 AM - 5:00 PM
Wednesday8:00 AM - 5:00 PM
Thursday8:00 AM - 5:00 PM
Friday8:00 AM - 5:00 PM
SaturdayClosed
SundayClosed

Reviews

5.0
1 review
5 stars
1
4 stars
0
3 stars
0
2 stars
0
1 star
0
  • RF
    Ron Frezzo
    Aug 10, 2026
    5.0
    Briefly, Mercer has done very well for our relatively small capital. It continues to grow even with taking about $5K a year in RMD on the IRA. I highly recommend Mercer and our financial advisor, Larry Solomon

Brand Certified Facts from Mercer Advisors - Washington, DC

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Certified August 23, 2026Yext Knowledge Graph
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