Atlanta, GA Glenridge Connector Office

Team
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Mercer Global Advisors Inc.

Enterprise

Firm-wide stats for Mercer Global Advisors Inc.

Total advisors

746

Across 251 offices

Clients per advisor

47 Low

Avg AUM per client

$2,214,259 Very High

HNW client ratio

53% Very High

About

Mercer Global Advisors serves individuals and families as well as small business owners, plan sponsors, foundations, non-profits, and endowments, providing discretionary and non-discretionary investment advisory services alongside financial, tax, retirement and estate planning and family office services. The firm delivers retirement plan consulting, charitable and non-profit advisory, and other specialized services through client agreements and custodial/clearing arrangements.

The firm’s investment approach is grounded in Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios with multi-factor tilts and regular rebalancing. Portfolios are implemented using a mix of low-cost ETFs and index funds, separate account managers, direct indexing, and, where suitable, interval and private funds via platforms such as Orion; Mercer also offers packaged programs (Market Series, Multifactor Series, Income Series) and tax-management options.

Mercer publishes client education content and audio programming (podcasts) and runs firm-wide events and initiatives (for example, an InvestHERs summit sponsored by Dimensional Fund Advisors and internal Academies/National Symposiums), a capability that is less common among large enterprise advisers. The firm also integrates affiliated service lines and platforms — including Mercer Advisors Tax Services (MATS), Mercer Advisors Private Asset Management and the Aspen Partners private‑fund platform, affiliated insurance and broker‑dealer entities, an attorney‑led estate planning option (ASLG), and a Wellthy caregiving concierge offering for qualifying clients — and runs an active acquisition strategy to onboard advisor teams and legacy client programs.

Based on Mercer Global Advisors Inc.

Expertise

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k)

Based on Mercer Global Advisors Inc.

Occupation focus

Founder/Business Owner Executive Retired

Based on Mercer Global Advisors Inc.

Demographic focus

Women Professionals Established Professionals

Based on Mercer Global Advisors Inc.

Location

5555 Glenridge Connector, Suite 825

Atlanta GA 30342

Advisors at this office

38

Advisors at this office

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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.

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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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.

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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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.

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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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.

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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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.

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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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.

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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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.

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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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.

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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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.

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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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.

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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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.

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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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.

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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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.

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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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.

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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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.

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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