Springfield, MO E. Kingsley Street Office

Team
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Mercer Global Advisors Inc.

Enterprise

Firm-wide stats for Mercer Global Advisors Inc.

Total advisors

742

Across 248 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

1256 E. Kingsley Street

Springfield MO 65804

Advisors at this office

8

Advisors at this office

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Noah H

CFP®

Springfield, MO

Mercer Global Advisors Inc.

Noah Hughes is a CFP® professional with Mercer Global Advisors Inc. in Springfield, MO. He began his career at Mercer Global Advisors in 2024 and has prior experience working in the restaurant industry and education. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach utilizes Modern Portfolio Theory with globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, and specialized asset management 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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Ryan B

Series 66

Springfield, MO

Mercer Global Advisors Inc.

Ryan Bly is a financial advisor with Mercer Global Advisors Inc. in Springfield, MO. He holds a Series 66 designation and has 13 years of industry experience. His prior roles include positions at Cetera, Emprise Bank, LPL Financial, U.S. Bancorp Investments, and Commerce Bank. Ryan also maintains insurance licenses in accident and health, life, variable life, and annuities in Missouri. Mercer Global Advisors serves 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 based on Modern Portfolio Theory, utilizing low-cost index vehicles, multi-factor tilts, 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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Kaz W

CFP®, Series 66

Springfield, MO

Mercer Global Advisors Inc.

Kaz Woodward is a CFP® and holds a Series 66 license with six years of industry experience. Woodward has worked at Mercer Global Advisors Inc. since 2022 and previously held roles at Heim, Young & Associates, Inc., Federated Insurance, and New York Life. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing 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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Blake P

Series 65

Springfield, MO

Mercer Global Advisors Inc.

Blake Parker is a financial advisor at Mercer Global Advisors Inc. with two years of industry experience. He holds a Series 65 designation and previously worked at Heim, Young & Associates and O'Reilly Auto Parts. 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 investment approach, using diversified portfolios with low-cost ETFs, index funds, and other vehicles, complemented by client education and specialized advisory 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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Ethan W

CFP®, Series 66

Springfield, MO

Mercer Global Advisors Inc.

Ethan Wallace is a CFP® and Series 66-registered financial advisor with six years of industry experience. He is currently with Mercer Global Advisors Inc. and has prior experience at Heim, Young & Associates Inc. and Wilkerson & Reynolds Wealth Manager. Wallace also provides brokerage services through Heim, Young & Associates Inc. DBA MA Brokerage Solutions. Mercer Global Advisors serves a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of investment 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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Holly G

CFP®, Series 63, Series 65

Springfield, MO

Mercer Global Advisors Inc.

Holly Gray is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2022. She has been affiliated with Heim, Young & Associates since 2001. 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 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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Nicholas M

CFP®, Series 66

Springfield, MO

Mercer Global Advisors Inc.

Nicholas Mc Dowell is a CFP® with eight years of industry experience, currently advising at Mercer Global Advisors Inc. in Springfield, MO. His prior experience includes roles at Heim, Young & Associates and Arvest Wealth Management. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of investment advisory, financial, tax, retirement, and estate planning services. The firm employs an investment approach based on Modern Portfolio Theory, utilizing diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other 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
user avatar

John B

CFP®, Series 66

Springfield, MO

Mercer Global Advisors Inc.

John Bilberry is a CFP® with 20 years of industry experience. He has worked at Mercer Global Advisors, Inc. since 2022 and has a longstanding association with Heim, Young & Associates dating back to 2007. Mercer Global Advisors serves individuals, families, small business owners, and various institutional clients by providing investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing diversified, risk-appropriate portfolios implemented through a range of low-cost investment vehicles and specialized 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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