Michael Adams is a CFA® charterholder with four years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked with Commonwealth Financial Networks, Infinitas, Umb, State Street, and First Command Brokerage Services.
Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits by providing investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using ETFs, index funds, separate account managers, and private funds, alongside various specialized programs and client education initiatives.