Charles “Todd” MercerCEPA, CPFA, C(k)P®, CRPS®
Founder and Managing Partner
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With nearly 32 years of experience in wealth management, Todd founded Mercer Wealth Management in 2021 as an independent firm, following a nine-year career at Merrill. Todd launched his firm with his partners as they shared a passion to provide an even higher level of service and a much broader range of solutions to his clients.
While at Merrill, Todd served as a Managing Director and Wealth Management Advisor, focusing on investment strategies, estate planning services and trust related matters, corporate retirement plan services, business succession, life, disability, and long-term care insurance* and liability management. He holds the Chartered Retirement Plans Specialist℠ (CRPS®) designation, Certified 401(k) Professional (C(k)P®) designation, Certified Exit Planning Advisor (CEPA®) designation, and Certified Plan Fiduciary Advisor (CPFA®) designation. Todd was recognized on the 2019 and 2020 Financial Times “401 Top Retirement Advisers” list, as well as being named to Forbes “Best-in-State Wealth Advisors” in 2019, 2020 and 2025. Additionally in 2025 he was named by AdviorHub as Adviors to Watch managing under $1 Billion. He was also a 2020 Barrons Best in State Advisor.
Prior to becoming a financial advisor, Todd served as a commissioned officer and helicopter pilot in the U.S. Army. He earned his bachelor’s degree from the University of Louisville. He has proudly served on many charity boards and is currently serving as a member of the Arts & Sciences Dean’s Council of the University of Louisville. Todd lives in Anchorage with his wife Derika, and they have three adult children. He is an avid aviation enthusiast and enjoys flying airplanes and helicopters in his spare time. He also enjoys hunting, fishing, and training his Labrador Retriever, Gauge.
While at Merrill, Todd served as a Managing Director and Wealth Management Advisor, focusing on investment strategies, estate planning services and trust related matters, corporate retirement plan services, business succession, life, disability, and long-term care insurance* and liability management. He holds the Chartered Retirement Plans Specialist℠ (CRPS®) designation, Certified 401(k) Professional (C(k)P®) designation, Certified Exit Planning Advisor (CEPA®) designation, and Certified Plan Fiduciary Advisor (CPFA®) designation. Todd was recognized on the 2019 and 2020 Financial Times “401 Top Retirement Advisers” list, as well as being named to Forbes “Best-in-State Wealth Advisors” in 2019, 2020 and 2025. Additionally in 2025 he was named by AdviorHub as Adviors to Watch managing under $1 Billion. He was also a 2020 Barrons Best in State Advisor.
Prior to becoming a financial advisor, Todd served as a commissioned officer and helicopter pilot in the U.S. Army. He earned his bachelor’s degree from the University of Louisville. He has proudly served on many charity boards and is currently serving as a member of the Arts & Sciences Dean’s Council of the University of Louisville. Todd lives in Anchorage with his wife Derika, and they have three adult children. He is an avid aviation enthusiast and enjoys flying airplanes and helicopters in his spare time. He also enjoys hunting, fishing, and training his Labrador Retriever, Gauge.
*Source: The Financial Times "401 Top Retirement Advisers" list, October 22, 2020. For more information about the selection criteria, go to http://details-he.re/tKi36V. The Financial Times "401 Top Retirement Advisers" list is an independent listing produced annually by the Financial Times.
*Source: The Forbes "Best-in-State Wealth Advisors" list, January 16, 2020. For more information about the selection criteria, go to http://details-he.re/cQUujC. Forbes is a trademark of Forbes Media LLC. All rights reserved.
*Source: Forbes Best-in-State Wealth Advisors (2020, 2025), created by SHOOK Research. Most recently presented April 2025 based on data gathered from 6/30/23-6/30/24. No fee was paid to be included in the ranking. Not indicative of advisor’s future performance. Your experience may vary.
* Source: The AdvisorHub 200 Advisors to Watch rankings are created by AdvisorHub. Presented in June 2025, based on data from June 2024-June 2025. No fee was paid to be included in the ranking or to hold out marketing materials. Not indicative of an advisor’s future performance. Your experience may vary.
*Source: The Forbes "Best-in-State Wealth Advisors" list, January 16, 2020. For more information about the selection criteria, go to http://details-he.re/cQUujC. Forbes is a trademark of Forbes Media LLC. All rights reserved.
*Source: Forbes Best-in-State Wealth Advisors (2020, 2025), created by SHOOK Research. Most recently presented April 2025 based on data gathered from 6/30/23-6/30/24. No fee was paid to be included in the ranking. Not indicative of advisor’s future performance. Your experience may vary.
* Source: The AdvisorHub 200 Advisors to Watch rankings are created by AdvisorHub. Presented in June 2025, based on data from June 2024-June 2025. No fee was paid to be included in the ranking or to hold out marketing materials. Not indicative of an advisor’s future performance. Your experience may vary.
