A complete list of active advisors currently associated with Mercer Financial Group, Inc.

Warmer can help you find a great advisor at Mercer Financial Group, Inc. or one who fits your needs even better.

Mercer Financial Group, Inc. serves individual clients, offering portfolio management and related advisory services and reporting compensation primarily as a percentage of assets under management (see Items 4, 5 and 7). The firm lists roughly $11.5 million in regulatory AUM across 12 client accounts and operates as a single-advisor practice. The brochure states the firm typically manages accounts on a primarily non-discretionary basis, so clients generally retain final authority over trade execution and investment decisions (Item 16). It also discloses that the advisor is a registered representative of a broker‑dealer and that the firm has affiliations with an accounting firm and an insurance company, through which brokerage and insurance products may be offered and accounting-related services coordinated (Items 10, 12). This combination of roles — investment adviser, registered representative of a broker‑dealer, affiliated accountant/accounting firm, and insurance agent/broker — is uncommon among independent solo advisers and may influence how recommendations are delivered and implemented (Item 10). For a small, single‑advisor firm managing a modest asset base, that blend of advisory, brokerage, accounting and insurance relationships is a distinctive feature prospective clients may want to review in the brochure for details on services and potential conflicts.

To learn more about the advisors currently working at Mercer Financial Group, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.