News & Media
Sep 29, 2026
Louisville Business First Forty Under 40: Rachel Bratcher
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Louisville Business First: 2026 Partners in Philanthropy
Read MoreJun 16, 2026
AdvisorHub 400 Advisors to Watch Under $1B: Todd Mercer/Lexie Head
Read MoreApr 24, 2026
AdvisorHub 200 Women Advisors to Watch: Lexie Head
Read MoreMar 02, 2026
20 People to Know in Financial Services: Emmett Cosgrove
Read MoreFeb 17, 2026
InvestmentNews Who wins when the Magnificent 7 squares off against the anxious parent?
Read MoreFeb 04, 2026
Forbes 2026 Top Women Wealth Advisors Best-in-State
Read MoreFeb 01, 2026
Turn a tax break into a talent magnet: How bonus depreciation can help small businesses launch a 401(k)
Read MoreNov 13, 2025
Louisville Business First’s List of Veteran-owned Businesses
Read MoreOct 17, 2025
InvestmentNews Volatility over U.S.-China trade war has advisors navigating headline risk
Read MoreSep 26, 2025
Louisville Business First 2025 Forty Under 40
Read MoreAug 06, 2025
Forbes 2025 Top Next-Gen Wealth Advisors Best-in-State
Read MoreFeb 11, 2025
Forbes 2025 Top Women Wealth Advisors Best-in-State
Read MoreAug 08, 2024
Forbes 2024 Top Next-Gen Wealth Advisors Best-in-State
Read MoreJan 18, 2024
Former UBS Advisor Allen C. Garner Chooses Partnered Independence with Sanctuary Wealth
Read MoreAug 21, 2023
Louisville Business First- 2023 Volunteer of the Year: Rachel Bratcher
Read MoreJul 20, 2023
Louisville Business First- 2023 Forty Under 40 Class: Lexie Head
Read MoreMar 10, 2023
Louisville Business First- 20 People to Know in Wealth Management: Todd Mercer
Read MoreSep 09, 2022
Louisville Business First- Louisville's Financial Advisory Firms
Read MoreDec 27, 2021
Forbes 2021 Ranking
Read MoreDec 27, 2021
Barrons 2021 Ranking
Read MoreJul 01, 2021
University of Louisville Alumni Magazine
Read MoreOct 22, 2020
2020 Financial Times 401 Ranking
Read MoreOct 09, 2019
2019 Financial Times 401 ranking
Read MoreNov 06, 2018
Louisville Business First- Salute to Veterans: Todd Mercer
Read MoreAug 29, 2017
Louisville Business First- Female Advisors Feature
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Aug 03, 2026
The best advisors don't just manage wealth. They solve complex problems.
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Feb 05, 2025
Mercer Wealth Management - A Spirit of Generosity
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Feb 05, 2025
Partnered Independence with Mercer Wealth Management
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Jan 23, 2025
2025 Market & Economic Outlook: Part 1 - 2024 Recap
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Jan 23, 2025
2025 Market & Economic Outlook: Part 2 -2025 Year Ahead
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Aug 14, 2023
EP 8: Financial Awareness Day
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Jun 01, 2023
2023 Mid Year Market Update
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Mar 30, 2023
EP 7: Retirement Account Beneficiaries
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Mar 23, 2023
EP 6: First Twitter-Fueled Bank Run
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Mar 10, 2023
EP 5: Education & Savings Accounts for Minors
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Mar 02, 2023
EP 4: Safe Withdrawal Rate
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Feb 23, 2023
Meet The Team: Wendy Staudenheimer & Taylor Hedges
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Feb 14, 2023
EP 3: Credit Scores & Credit Reports
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Feb 07, 2023
EP 2: Inverted Yield Curve
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Jan 10, 2023
EP 1: Intro to Frankly with Mercer Wealth Management
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Oct 26, 2022
2022 Midterm Election Seminar: Part 1
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Oct 26, 2022
2022 Midterm Election Seminar: Part 2
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Sep 02, 2022
Episode 7: Global Market Conditions
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Aug 18, 2022
Episode 6: Virus Impact
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Aug 05, 2022
Episode 5: Recession
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Jul 29, 2022
Episode 4: Asset Allocation
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Jul 21, 2022
Episode 3: Volatility & the VIX
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Jul 14, 2022
Episode 2: The Dollar May Weaken
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Jul 07, 2022
Episode 1: Our 2022 Predictions
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Jun 22, 2022
