Mercer Financial Group, Inc.

Overview

Mercer Financial Group, Inc. is a small, owner-operated wealth advisory firm that combines registered broker-dealer representation, insurance brokerage, and accounting services with financial planning and portfolio management for individuals and small businesses. The firm bills clients on a percentage-of-AUM and fixed-fee basis and operates primarily as a non-discretionary advisor, meaning clients retain final trading authority while the firm provides ongoing advice and implementation options. Investment activity centers on pooled public funds and separately managed accounts, with the largest single asset sleeve allocated to mutual funds. The firm is not an active ESG investor, does not function as a capital allocator to third-party alternative managers, and is organized to serve a concentrated roster of individual and family clients. The blend of broker-dealer registration and insurance licensing gives Mercer Financial Group direct access to brokerage platforms, mutual funds and insurance/annuity products, allowing it to assemble portfolios that mix public market strategies with insurance-based solutions where appropriate.

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Location & Offices