Lexington, KY Eagle View Ln 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
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Location
3292 Eagle View Ln
Lexington KY 40509
Advisors at this office
3
Advisors at this office
David N
CFP®, Series 63
Lexington, KY
Mercer Global Advisors Inc.
David Neal is a CFP® with 30 years of industry experience, currently serving as an advisor at Mercer Global Advisors Inc. since 2025. Prior to this, he was with D. Scott Neal, Inc. for 30 years. He is also a partner in Zweite Boden, LLC, a real estate partnership based in Lexington, KY. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including 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, utilizing multi-factor tilts and various implementation options such as ETFs, mutual funds, and separate accounts.
Christopher S
CFP®, Series 63
Lexington, KY
Mercer Global Advisors Inc.
Christopher Saccomanno is a CFP® professional with six years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked for ten years at D. Scott Neal, Inc. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using low-cost index vehicles and regular rebalancing.
Richard C
CFP®
Lexington, KY
Mercer Global Advisors Inc.
Richard Coles is a CFP® professional with 19 years of industry experience. He joined Mercer Global Advisors Inc. in 2025 after spending 20 years at D. Scott Neal, Inc. He is based in Lexington, KY. 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 investment approach focused on globally diversified, risk-appropriate portfolios, utilizing a range of investment vehicles and platforms.
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