Mercer Advisors
Overview
Mercer Advisors is a national wealth management and financial planning firm headquartered in Denver, Colorado. Established in 1985, the firm has grown to manage over $60 billion in client assets, offering a comprehensive suite of services including investment management, financial planning, tax planning, estate planning, insurance solutions, and corporate trustee services. With a team of over 1,100 employees operating across more than 80 locations nationwide, Mercer Advisors serves a diverse clientele ranging from individual families to institutional investors such as endowments and foundations. The firm's growth has been bolstered by strategic acquisitions, expanding its footprint and capabilities. In 2023, Mercer Advisors welcomed Altas Partners as a new strategic investor, joining existing investors Genstar Capital and Oak Hill Capital, as well as over 300 employee-owners. This partnership aims to support the firm's continued growth and enhance its service offerings. Additionally, Mercer Advisors has developed the Aspen Partners platform, providing qualified clients with access to institutional-grade private market investments, including private equity, venture capital, private credit, real estate, and infrastructure. This initiative reflects the firm's commitment to delivering comprehensive financial solutions tailored to the unique needs of its clients.
Investment Focus
- Accredited investor status required
- Commitment to long-term investment horizon
- Alignment with Mercer Advisors' investment philosophy
- Ability to meet specific asset class requirements
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Frequently asked questions about Mercer Advisors
What sectors does Mercer Advisors invest in?
Mercer Advisors invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Colorado, United States. Mercer Advisors is listed as a institutional investor in the ConnectSafely investor database.
What stage does Mercer Advisors invest at?
Mercer Advisors backs companies at Pre-Seed, Seed, Early Stage, Series A, Series B and Growth, writing cheques of 1M - 50M.
Which regions does Mercer Advisors invest in?
Mercer Advisors invests across United States, United Kingdom, Canada, Germany, Japan and Australia.
Who are the partners at Mercer Advisors?
Team members listed for Mercer Advisors include Bryan Powers (Executive Managing Partner) and Courtney Eastlack (Managing Partner, Wealth Path Group).
How do I contact Mercer Advisors?
Mercer Advisors's contact details — including LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
