Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Melanie F
CFP®, Series 65
Atlanta, GA
Mercer Global Advisors Inc.
Melanie Fitzgerald is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2022. She previously worked at Resource Planning Group and Ronald Blue & Co., LLC, and was involved with Women Renewed, Inc. from 2018 to 2022. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and strategic use of low-cost index vehicles.
Noah R
CFP®, Series 66
Atlanta, GA
Mercer Global Advisors Inc.
Noah Reichert is a CFP® and Series 66-licensed financial advisor with 20 years of industry experience. He is currently with Mercer Global Advisors Inc., having joined in 2023, and previously worked at Delta Community Credit Union, LPL Financial, Mass Mutual Investors Services, and MetLife Securities Inc. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios using a range of investment vehicles and tax-management strategies.
John E
CFP®
Atlanta, GA
Mercer Global Advisors Inc.
John Evans III is a CFP® with 14 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2022. His prior experience includes 16 years with Resource Planning Group and eight years in the Army National Guard. Mercer Global Advisors provides investment advisory and comprehensive financial planning services to individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments. The firm employs a Modern Portfolio Theory–based approach focused on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and specialized investment programs.
Angela T
CFP®
Atlanta, GA
Mercer Global Advisors Inc.
Angela Tucker is a CFP® at Mercer Global Advisors Inc. in Atlanta, GA, with over eight years of experience in financial advising. Her career includes multiple roles within Mercer and prior experience at Kays Financial Advisory Corporation. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm follows a Modern Portfolio Theory-based approach using diversified portfolios with low-cost ETFs, index funds, separate accounts, and other investment vehicles, alongside specialized programs and client education initiatives.
Patrick M
CFP®
Atlanta, GA
Mercer Global Advisors Inc.
Patrick Moody is a CFP® professional with one year of industry experience, currently advising at Mercer Global Advisors Inc. in Atlanta, GA. His career history includes multiple roles at Mercer Global Advisors and prior experience at CarynHealth, IDM Global Holdings, and positions in education at the University of Georgia and Dawson County High School. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing discretionary and non-discretionary investment advisory services along with financial, tax, retirement, and estate planning. The firm applies a Modern Portfolio Theory-based investment approach with globally diversified portfolios and offers a range of investment programs and client education initiatives.
Geoffrey N
CFP®, CFA®, Series 66
Atlanta, GA
Mercer Global Advisors Inc.
Geoffrey Nadler is a CFP® and CFA® with 20 years of experience in the financial advisory industry. He is currently with Mercer Global Advisors Inc. and previously worked at Bessemer Investor Services, Inc. for nearly a decade. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts and a range of implementation options.
Alexis D
CFP®
Atlanta, GA
Mercer Global Advisors Inc.
Alexis Dudley is a CFP® professional at Mercer Global Advisors Inc. in Atlanta, GA, with one year of industry experience. Her career has been exclusively with Mercer Global Advisors and includes prior academic experience at Virginia Polytechnic Institute and State University. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory alongside financial, tax, retirement, estate planning, and family office services. The firm uses a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory and combines low-cost ETFs, index funds, separate account managers, and other investment vehicles to implement tailored portfolios.
Katherine D
CFP®, Series 66
Atlanta, GA
Mercer Global Advisors Inc.
Katherine Degiorgi is a CFP® professional with six years of industry experience, currently affiliated with Mercer Global Advisors Inc. in Atlanta, GA. Her prior experience includes roles at Atlanta Financial Associates and Northwestern Mutual. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of portfolio management and planning services.
William H
CFP®, CFA®, Series 65
Atlanta, GA
Mercer Global Advisors Inc.
William Hinson IV is a CFP®, CFA®, and Series 65 credentialed advisor with three years of industry experience. He currently works at Mercer Global Advisors Inc. and previously held roles at Northern Trust, Truist, and Suntrust Advisory Services. Mercer Global Advisors serves individuals, families, and various institutional clients, offering investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment strategy emphasizes globally diversified, risk-appropriate portfolios using low-cost ETFs, separate account managers, and specialized programs, supported by educational content and integrated service platforms.
Bryan S
CFP®, CFA®, PFS™, Series 63, Series 65
Atlanta, GA
Mercer Global Advisors Inc.
Bryan Strike is a financial advisor at Mercer Global Advisors Inc. in Atlanta, GA, holding the CFP®, CFA®, and PFS™ designations with 20 years of industry experience. Prior to joining Mercer, he worked at Kays Financial Advisory Corp. He is also the owner of Castlemark Designs, LLC, where he creates and sells woodworking products. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios using ETFs, index funds, and other investment vehicles, and offers specialized services including retirement plan consulting and charitable advisory.
William M
CFP®, Series 63, Series 65
Atlanta, GA
Mercer Global Advisors Inc.
William Mcknight is a CFP® professional with 22 years of experience, currently with Mercer Global Advisors Inc. He previously worked at Kays Financial Advisory Corporation for 21 years. In addition to his advisory role, he serves as an adjunct professor of financial planning at the University of Florida, Southern New Hampshire University, and the University of Maryland Global Campus. Mercer Global Advisors provides investment advisory and planning services to individuals, families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach with globally diversified portfolios and offers a range of implementation options including ETFs, mutual funds, and separate accounts.
Melissa D
CFP®, Series 63, Series 65
Atlanta, GA
Mercer Global Advisors Inc.
Melissa Dresnok is a CFP® professional with five years of experience in financial advising. She is currently with Mercer Global Advisors Inc. and has prior experience at Kays Financial Advisory Corporation and Cathy Stevens & Associates. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with a range of investment advisory services, financial planning, and family office solutions. The firm applies Modern Portfolio Theory with globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and private funds, alongside educational content and specialized service offerings.
Brian S
CFP®, Series 63, Series 65
Atlanta, GA
Mercer Global Advisors Inc.
Brian Sullivan is a CFP® professional at Mercer Global Advisors Inc. in Atlanta, GA, with 38 years of industry experience. He has been with Mercer Global Advisors in various roles since 2016. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach uses Modern Portfolio Theory with globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other strategies.
Catherine M
CFP®, Series 63, Series 65
Atlanta, GA
Mercer Global Advisors Inc.
Catherine Miller is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Atlanta, GA. Her prior experience includes roles at Purshe Kaplan Sterling Investments, Commonwealth Financial Network, and Atlanta Financial Associates. She is also the principal owner of Prosperity Financial Advisors, a passive entity related to a prior firm acquisition. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified investment approach grounded in Modern Portfolio Theory and offers a range of portfolio management and financial planning services.
William S
Series 63, Series 65
Atlanta, GA
Mercer Global Advisors Inc.
William Smith is a financial advisor at Mercer Global Advisors Inc. in Atlanta, GA. He holds Series 63 and Series 65 licenses and has experience working at Regions and PNC prior to joining Mercer in 2026. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, and estate planning services. The firm’s approach emphasizes globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other investment vehicles, alongside specialized offerings such as retirement plan consulting and charitable advisory services.
Anuska K
CFP®
Atlanta, GA
Mercer Global Advisors Inc.
Anuska Kovalcheck is a CFP® professional with four years of experience in financial advising. She has worked at Mercer Global Advisors Inc. since 2021 and previously held roles at Atlanta Financial Associates and Stonecrafters USA. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm emphasizes globally diversified, risk-appropriate portfolios using a variety of investment vehicles and offers specialized services including retirement plan consulting and charitable advisory.
Jonathon L
Series 65
Atlanta, GA
Mercer Global Advisors Inc.
Jonathon Lovingood is a financial advisor at Mercer Global Advisors Inc. in Atlanta, GA, holding a Series 65 credential with two years of industry experience. His work history includes roles at Shell Capital Management LLC, Potomac, Trademark Capital Management INC, and Relativity Capital Advisors, as well as academic positions at the University of Georgia and University of North Georgia. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with discretionary and non-discretionary investment advisory services, alongside financial, tax, retirement, and estate planning and family office services. The firm follows a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios implemented through various investment vehicles and offers educational programming and integrated affiliated service lines.
Sarah C
CFP®, Series 63, Series 65
Atlanta, GA
Mercer Global Advisors Inc.
Sarah Cannon is a CFP® professional with eight years of industry experience, currently with Mercer Global Advisors Inc. in Atlanta, GA. She has held multiple roles at Mercer Global Advisors since 2018 and also worked at Resource Planning Group and TD Ameritrade. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm follows a globally diversified investment approach grounded in Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate account managers, and other investment vehicles.
Richard M
CFP®, Series 63, Series 66
Atlanta, GA
Mercer Global Advisors Inc.
Richard Mundy is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Atlanta, GA. His prior roles include positions at Kays Financial Advisory Corp and Fidelity, where he worked from 2012 to 2019 in various advisory and brokerage capacities. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, families, small business owners, and nonprofit organizations. The firm’s investment strategy is based on Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts and a range of implementation options such as ETFs and separate accounts.
Hussain H
Series 66
Atlanta, GA
Mercer Global Advisors Inc.
Hussain Hassan is a financial advisor at Mercer Global Advisors Inc. with one year of industry experience. He previously worked at The Vanguard Group, Inc. and its affiliated entities. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of investment advisory, financial, tax, retirement, estate planning, and family office services. The firm’s investment approach utilizes Modern Portfolio Theory with globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and private fund platforms.
Keith P
Series 66
Atlanta, GA
Mercer Global Advisors Inc.
Keith Prybylski is a financial advisor at Mercer Global Advisors Inc. with 17 years of industry experience and holds a Series 66 designation. His prior experience includes roles at UBS Financial Services, Personal Capital Advisors Corporation, Bank of America, Merrill, TIAA, and TD Ameritrade. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios using a variety of investment vehicles including low-cost ETFs, separate accounts, and direct indexing.
Jonathan C
Series 63, Series 65
Atlanta, GA
Mercer Global Advisors Inc.
Jonathan Cohen is a financial advisor at Mercer Global Advisors Inc. in Atlanta, GA, holding Series 63 and 65 licenses with two years of industry experience. Prior to joining Mercer, he worked at MML Investors Services, LLC and MassMutual Life Insurance Co. He is also involved in outside insurance sales, focusing on life, disability, long-term care, and fixed annuities. Mercer Global Advisors serves a diverse client base including individuals, families, small business owners, and non-profits, offering investment advisory along with financial, tax, retirement, and estate planning services. The firm’s investment approach follows Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts and tax-managed strategies implemented through various investment vehicles.
Harrison F
CFP®, Series 63, Series 65
Atlanta, GA
Mercer Global Advisors Inc.
Harrison Fant is a CFP® professional with 12 years of experience in financial advising, currently with Mercer Global Advisors Inc. in Atlanta, GA. His career includes seven years at Atlanta Financial Associates, Inc., and four years at Commonwealth Financial Network before joining Mercer. Mercer Global Advisors provides investment advisory and comprehensive financial planning services to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, separate account managers, and private fund platforms, alongside specialized services such as retirement plan consulting and charitable advisory.
Kimberly M
Series 65
Atlanta, GA
Mercer Global Advisors Inc.
Kimberly Maxwell is a financial advisor at Mercer Global Advisors Inc. with a Series 65 designation. She has been with Mercer since 2022 and previously worked at Stewart, Kizzar, and Brockelbank, CPAs. Outside of her financial advisory work, she is involved in theater as an actor. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor strategies, supported by a range of implementation options and additional estate, tax, and private-asset services.
Leah M
CFP®, Series 63, Series 65, Series 66
Atlanta, GA
Mercer Global Advisors Inc.
Leah Manderson is a CFP® with eight years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She has held positions at several firms, including Charles Schwab and Voya Financial. Manderson holds life, accident, sickness, and variable products insurance licenses. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based approach, utilizing diversified portfolios with a mix of ETFs, index funds, separate account managers, and private funds, complemented by specialized services and client education programs.
Ryan B
CFP®, Series 66
Atlanta, GA
Mercer Global Advisors Inc.
Ryan Badger is a CFP® with nine years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. Prior to joining Mercer, he worked at Aldridge Private Wealth Management Group and Wells Fargo Advisors. He is involved with Families First, a non-profit organization providing support services to families and adolescents, where he serves on the Finance Committee and chairs the Endowment Committee. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory, financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, and other strategies.
Camryn N
CFP®, Series 65
Atlanta, GA
Mercer Global Advisors Inc.
Camryn Norman is a CFP® with one year of industry experience, currently with Mercer Global Advisors Inc. in Atlanta, GA. Prior to this role, Camryn held positions at Ronald Blue Trust and Cannon Financial Strategists, Inc., and has also been involved with the ASPIRE Clinic at the University of Georgia. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by offering investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and other strategies, and provides specialized services including retirement plan consulting and charitable advisory.
Andrew S
CFP®
Atlanta, GA
Mercer Global Advisors Inc.
Andrew Shannon is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Atlanta, GA. His career includes multiple roles within Mercer Global Advisors since 2018 and prior experience at Resource Planning Group. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, and it offers a range of implementation options such as ETFs, mutual funds, and separate accounts.
Martin A
CFP®, Series 66
Atlanta, GA
Mercer Global Advisors Inc.
Martin Aspin is a CFP® professional with 13 years of industry experience, currently with Mercer Global Advisors Inc. in Atlanta, GA. His prior roles include positions at Lido Advisors, LLC, Delta Community Credit Union, and LPL Financial, LLC. Aspin holds active life, accident and health, and variable life and annuity insurance licenses. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based approach with globally diversified portfolios using a variety of investment vehicles and provides specialized services such as retirement plan consulting and charitable advisory.
Lisa P
CFP®, Series 65
Atlanta, GA
Mercer Global Advisors Inc.
Lisa Pastushok is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2022. Her prior roles include positions at Silicon Valley Capital Partners, L.P. and Scharf Investments. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory and offers a range of portfolio management and financial planning solutions.
William H
CFP®, CFA®
Atlanta, GA
Mercer Global Advisors Inc.
William Howard is a CFP® and CFA® credentialed advisor with 11 years of industry experience. He currently works at Mercer Global Advisors Inc. and previously spent a decade at Kays Financial Advisory Corp. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios using low-cost index vehicles, strategic factor tilts, and tax management.
Ryan J
Series 66
Atlanta, GA
Mercer Global Advisors Inc.
Ryan Jones is a financial advisor at Mercer Global Advisors Inc. in Atlanta, GA, holding a Series 66 designation with two years of industry experience. His prior experience includes roles at Thrivent Financial and Thrivent Investment Management Inc. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is grounded in Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios using a variety of investment vehicles and specialized programs.
Christopher B
CFP®, Series 66
Atlanta, GA
Mercer Global Advisors Inc.
Christopher Blackmon is a CFP® with 12 years of industry experience currently serving at Mercer Global Advisors Inc. in Atlanta, GA. He previously worked at Purshe Kaplan Sterling Investments and Commonwealth Financial Network. Blackmon is also part-owner and manager of Biggers Blackmon LLC, where he provides tax planning and preparation services. Mercer Global Advisors offers investment advisory and planning services to individuals, families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and provides a range of implementation options including ETFs and separate accounts.
Adam L
CFP®, Series 66
Atlanta, GA
Mercer Global Advisors Inc.
Adam Lee is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2020. Prior to joining Mercer, he worked at Kays Financial Advisory Corp and TD Ameritrade, Inc. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options alongside financial planning, retirement consulting, and estate-planning coordination.
Mariana B
CFP®, Series 65
Atlanta, GA
Mercer Global Advisors Inc.
Mariana Battista is a CFP® with eight years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She previously worked at Atlanta Financial Associates, LLC, Patton Albertson Miller Group, LLC, and Anthony Smith Advisors, Inc. Mariana also has work experience at the University of Georgia. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, separate account managers, and other strategies, and offers various specialized programs and educational initiatives.
Ronald K
CFP®, ChFC®, Series 66
Atlanta, GA
Mercer Global Advisors Inc.
Ronald Kibbe is a financial advisor at Mercer Global Advisors Inc. in Atlanta, GA, holding the CFP®, ChFC®, and Series 66 designations with 27 years of industry experience. He has worked with Mercer and its related firms since 1999. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios utilizing low-cost ETFs, index funds, separate account managers, and other investment vehicles.
Andrew M
CFP®, Series 63, Series 66
Atlanta, GA
Mercer Global Advisors Inc.
Andrew Medders is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. His prior experience includes roles at Kays Financial Advisory Corp., Strategic Advisers, Inc., and Fidelity Brokerage Services. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios using a range of investment vehicles and strategies.
Nicholas C
CFP®, PFS™, Series 66
Atlanta, GA
Mercer Global Advisors Inc.
Nicholas Campbell is a financial advisor at Mercer Global Advisors Inc. with 15 years of industry experience. He holds the CFP®, PFS™, and Series 66 credentials. His prior work includes positions at Ameriprise Financial Services, Inc. and Ernst & Young Investment Advisers LLP. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory and employs globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and private funds.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters