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William E

PFS™, Series 65

Macon, GA

Mercer Global Advisors Inc.

William Ennis is a financial advisor at Mercer Global Advisors Inc. based in Macon, GA, holding the PFS™ designation and Series 65 license with 21 years of industry experience. Prior to joining Mercer Global Advisors in 2023, he worked for 17 years at Day & Ennis, LLC (formerly John R. Day & Co.). 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 uses a Modern Portfolio Theory-based approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
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Matthew H

CFP®, Series 63, Series 65

Macon, GA

Mercer Global Advisors Inc.

Matthew Heller is a CFP®-certified financial advisor with 20 years of industry experience, currently with Mercer Global Advisors Inc. He previously spent 10 years at Day & Ennis, LLC before joining Mercer in 2023. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, and non-profits, offering investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and other investment vehicles, alongside specialized client education and integrated service lines.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
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Matthews B

CFP®, ChFC®, Series 63, Series 65

Macon, GA

Mercer Global Advisors Inc.

Matthews Barnett is a CFP® and ChFC® with 11 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has previously worked at Day & Ennis, LLC, Wiser Wealth Management, Northwestern Mutual, Valic, and Merrill Lynch. Outside of advising, he is a 50% owner of MSB Capital Partners, LLC, a real estate investment entity. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits with a range of advisory services including 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 implemented through low-cost ETFs, index funds, and private funds, alongside specialized offerings and educational initiatives.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
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Elizabeth G

CFP®

Macon, GA

Mercer Global Advisors Inc.

Elizabeth Gossett is a CFP® professional with three years of industry experience, currently advising at Mercer Global Advisors Inc. in Macon, GA. Prior to joining Mercer Global Advisors, she worked at Day & Ennis, LLC and Edward Jones. Outside of her financial advisory role, she is independently involved as an OPTAVIA Coach, assisting clients with health and weight loss plans. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing comprehensive investment advisory and financial planning services. The firm employs a Modern Portfolio Theory-based approach with globally diversified portfolios and offers specialized services including retirement plan consulting and charitable advisory.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
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