About Us

Mercer Wealth Management was founded so that we could continue to act in the best interests of our clients— but without the constraints imposed by a corporate owner and their agenda. As an independent firm, we are committed to find ways to continually increase the value we can deliver to each of our client relationships.

First and foremost, you will benefit from the collaborative approach we take in helping you identify your values and pursue your goals and dreams.

• Access to a Broader Marketplace: Because we’re independent and own our own firm, we work in an open architecture, which means that we can access practically any financial product, solution or investment vehicle that we think fits with your needs. We are incentivized only to find the best solutions for you.
• Robust Planning Solutions: For our individual and family clients, we will be using advanced planning software from eMoney. This tool has robust capabilities that will allow you, and our team, to view, in real time, your complete financial picture, including assets held at other firms. eMoney also has a secure, user-friendly “Vault” which enables you to safely store important documents, such as trusts, wills, tax filings, insurance documents, titles, etc. You will be able to choose to share the uploaded documents with our team, in cases where it is helpful for us to have access to them.
• Exceptional Client Service: With your best interests as our only agenda, our team is free to focus exclusively on addressing your individual service needs.

We are able to leverage the technology, tools, and standardized processes available through Sanctuary Wealth that help maximize scalability and manage risk so that we can reinvest time where it matters most—with clients like you. By partnering with Sanctuary, we are able to deliver operational excellence, maintain a strong culture of compliance, and offer a robust cybersecurity program, which will safeguard the information clients entrust to our guidance. Sanctuary also empowers its partner firms with access to a vibrant community of like-minded, elite independent financial advisors. The advisors in this peer group share best practices and we can tap into our community’s intellectual capital to deliver more specialized expertise – and investment opportunities – to Mercer’s clients.

Safeguarding your assets remains a top priority. As an established independent firm, we continue to offer flexibility by working with multiple custodians—so your assets do not need to be transferred unless desired. That said, we selected Charles Schwab as our preferred custodian after a rigorous due diligence process. Schwab’s scale, infrastructure, research, technology, and client service make them a standout partner. As one of the largest and most trusted custodians in the U.S., Schwab administers $3.6 trillion in total client assets and is designated by the U.S. government as a systemically important financial institution—underscoring their financial strength and reliability.

Our core investment philosophy remains consistent, with personalized strategies tailored to each client. As an independent firm, however, we’ve enhanced our capabilities—including more dynamic, interactive financial planning and access to a wider range of investment products and strategies through an open architecture platform. These expanded tools empower us to better serve your evolving goals.

For clients who transitioned from our former firm, the process began once account opening and transfer documents were signed. Transfers typically completed within 5 to 10 business days. We closely monitored all accounts during that time to ensure a smooth experience and helped re-establish any recurring payments or transfers as needed. For new clients, this seamless process continues to be a standard part of onboarding.

You can easily access your accounts through the Client Login section on our website. For accounts custodied at Schwab, you may also use the Schwab mobile app for real-time access to balances, activity, and features like mobile check deposit. Our goal is to ensure a seamless and familiar experience with improved tools to help you stay connected to your financial life.