Boulder, CO Office
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Mercer Global Advisors Inc.
Enterprise
Firm-wide stats for Mercer Global Advisors Inc.
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
Based on Mercer Global Advisors Inc.
Demographic focus
Based on Mercer Global Advisors Inc.
Location
2595 Canyon Blvd, Suite 320
Boulder CO 80302
Advisors at this office
4
Advisors at this office
Christopher M
CFP®, Series 65
Boulder, CO
Mercer Global Advisors Inc.
Christopher Murphy is a CFP® and holds a Series 65 license, currently affiliated with Mercer Global Advisors Inc. He has seven years of industry experience, including prior work at Confluence Financial Advisors and FirstBank. Murphy is based in Boulder, CO. 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, and estate planning services. The firm employs a globally diversified investment approach grounded in Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate account managers, and private funds, and offers specialized programs and tax-management options.
Charles B
CFP®, Series 63, Series 65
Boulder, CO
Mercer Global Advisors Inc.
Charles Breuch is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Boulder, CO. He has been with Mercer Global Advisors since 2015. 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 uses a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios with strategic factor tilts and employs various implementation options such as ETFs, mutual funds, separate accounts, and direct indexing.
Renee P
CFP®, Series 65
Boulder, CO
Mercer Global Advisors Inc.
Renee Pichette is a CFP® and Series 65 licensed advisor with eight years of industry experience, currently with Mercer Global Advisors Inc. She has worked at Mercer since 2019, following a two-year tenure at Confluence Financial Advisors. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by offering investment advisory services along with financial, tax, retirement, and estate planning. The firm uses a Modern Portfolio Theory-based approach focused on globally diversified, risk-appropriate portfolios utilizing low-cost ETFs, index funds, and separate account managers, and offers various specialized advisory services and educational programs.
William M
CFP®, Series 65
Boulder, CO
Mercer Global Advisors Inc.
William Mc Nary is a CFP® with nine years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has worked at Mercer since 2019 and previously spent time at Confluence Financial Advisors. 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 Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options alongside financial planning, retirement consulting, tax planning, and estate coordination.
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