Fabian Wealth Strategies

read moreWe look at your financial life holistically - blending investment advice, financial and estate planning, and taxes to create a strategy just for you. Financial planning is the foundation for your entire financial journey and connects all the components of a comprehensive wealth management plan. Freedom to enjoy, freedom from anxiety, freedom to give back. The confidence knowing your lifetime journey is on a path for success - this is what a holistic wealth management plan can do for you. As a full-service wealth management firm, Mercer Advisors helps you with all aspects of your financial life, from customized financial planning and investment strategies to proactive tax planning and preparation, retirement planning, estate planning, and corporate and family trustee services, we have your life journey covered.

read moreMercer Advisors grew out of need we saw from our clients. Our founder, Kendrick Mercer, started the firm as a law practice focusing on estate planning for professionals and families. He quickly learned that his clients had needs well beyond drafting of wills, trusts and estate plans. They were looking for someone who would help them make sense of their financial situation and make smart decisions that could help them live the lives of their dreams. He also learned that a firm providing those solutions and doing it under a fiduciary standard didn't seem to exist.

read moreYou put a lot into building your RIA. So, when it comes to RIA succession planning or reaching the next step of growth, you want to know you'll get what you're worth, your staff will thrive, and above all, your clients will be well cared for. Whether you're thinking about retiring or becoming part of a firm with more resources for growth, talk to Mercer Advisors. We offer more services and expertise than most RIAs in the industry-including financial planning, estate planning, investment planning, tax planning and preparation, and corporate trustees-all under one roof.

read moreOur advisors are committed to you, to our philosophy, and to ensuring our clients get the right strategy, plan, and attention according to their unique needs. Our team of wealth management experts including, CERTIFIED FINANCIAL PLANNER professionals, investment advisors and strategists, estate planners, attorneys, and Certified Public Accountants, will collaborate with you and foster a relationship based on trust, service, and transparency. At Mercer Advisors, our commitment is to you.