Madison, WI 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
400 Interlake Drive, Suite 200
Madison WI 53716
Advisors at this office
3
Advisors at this office
Kyle S
CFP®, Series 65, Series 63
Madison, WI
Mercer Global Advisors Inc.
Kyle Svetlik is a CFP®-certified financial advisor with 14 years of industry experience, currently serving at Mercer Global Advisors Inc. He has held prior roles at Annex Wealth Management and Country Trust Bank, where he worked alongside affiliated insurance and asset management companies. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering investment advisory services combined with financial, tax, retirement, estate planning, and family office solutions. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and specialized strategies, and provides educational content and firm-wide events.
Erik M
CFP®, Series 63
Madison, WI
Mercer Global Advisors Inc.
Erik Mikkelson is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2023. Prior to this, he spent 14 years at RMR Financial Advisors LLC. Outside of his advisory role, he is involved in passive restaurant ownership through MikZig's Hospitality, LLC, where he assists with macro business management decisions. 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 follows a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of investment implementation options alongside financial and retirement planning support.
Douglas G
CFP®, CFA®
Madison, WI
Mercer Global Advisors Inc.
Douglas Giageos is a CFP® and CFA® with 14 years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at RMR Financial Advisors, LLC. Outside of his advisory role, he serves as Treasurer for Middleton Youth Hockey, Inc., where he manages financials to support youth athletics. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach featuring globally diversified, risk-appropriate portfolios with multi-factor tilts and offers both discretionary and non-discretionary management alongside comprehensive financial planning and consulting services.
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