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At Mercer Wealth Management,

we pride ourselves on ‘making things happen for our clients.’

That begins by carefully listening to them talk about their needs and learning about the values that influence their decisions. Then together, we build a path forward for helping them achieve their goals.

If you believe that our approach can help you resolve your wealth management challenges, we invite you to call on us today. We would be honored to work you.

Mercer Wealth Management

9300 Shelbyville Road, Suite 350
Louisville, KY 40222

Charles “Todd” Mercer
Founder and Managing Partner

[email protected]
502-482-8501

Lexie Head
Founder and Managing Partner

[email protected]
502-482-8502

Emmett Cosgrove,
SE-AWMA™

Vice President
Partner

[email protected]
502-482-8503

Andrew Miller
Senior Vice President
Senior Investment Analyst

[email protected]
502-482-8504

Rachel Bratcher
Associate Vice President
Associate Wealth Advisor

[email protected]
502-482-8505

Wendy Staudenheimer
Associate Vice President
Registered Senior Client Services Associate

[email protected]
502-482-8508

Michael Fisher
Registered Client Services Associate

[email protected]
502-482-8507

Emily Nelson
Client Services Associate

[email protected]
502-482-8510

Maddie Hammann
Executive Assistant

[email protected]
502-482-8506

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