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Wealth Management EDGE
June 9 - 11, 2026
The Boca Raton ResortBoca Raton, FL

Mercer Advisors

Profile

Mercer Advisors is a leading national RIA serving 37,000+ clients with a “family office for your family” model. Our platform was built based on what clients and advisors truly need. We integrate the personalized touch of a boutique firm with the expansive resources of a national enterprise designed to help clients amplify and simplify their financial lives. Our family office approach includes an integrated team of specialists in financial planning, tax strategy, estate planning, and investment management. It’s an environment where clients receive exceptional service, advisors can thrive, and partner firms that join us can unlock growth.