Mercer Advisors

Mercer Advisors is a wealth management and financial advisory firm founded in 2006 by John Luescher and headquartered in Denver, Colorado. The company provides comprehensive financial planning, wealth management, tax planning, and retirement advisory services to clients nationwide on a fiduciary, fee-only basis that prioritizes client interests over commission-based compensation. This fee-only approach emphasizes transparency and aligns the firm's incentives directly with client outcomes. Mercer Advisors maintains multiple offices across the United States. The firm was acquired by Mercer in 2015, a subsidiary of Marsh McLennan (a major publicly traded insurance and professional services conglomerate), which provided growth capital while enabling the firm to maintain operational independence in its advisory business.

Culture

Mercer Advisors fosters a client-centric culture built on fiduciary responsibility and personalized wealth management relationships. The company attracts financial professionals committed to independent advisory work and transparent client service outside traditional banking institutions. The work environment emphasizes collaboration, long-term relationship building, and professional excellence. As a professional services firm, Mercer Advisors generally supports flexible work arrangements and ongoing professional development for advisors and staff.

  • Client-focused culture emphasizing fiduciary responsibility and personalized financial planning
  • Professional, collaborative environment built on long-term client relationships
  • Values transparency and direct service in independent advisory relationships
  • Attracts financial professionals committed to wealth management outside traditional banking models

Benefits

  • Comprehensive health, dental, vision insurance

Hiring velocity

17 open now, 17 first appeared in the last 30d.

Open roles

Title Location Posted
Senior Investment Strategist (Bay Area)Menlo Park; San Francisco; Walnut Creekyesterday
Service Operations Associate (Walnut Creek, CA)Walnut Creek3d
Service Operations Associate (Chicago, IL)Schaumburg3d
Product Support Specialist (Mountain or Pacific Time Zone)Remote, USA3d
Financial Planner (Radnor, PA)Radnor4d
Wealth Advisor (Colorado, US)Boulder; Denver (Cherry Creek); Denver (Greenwood Village); Denver (HQ); Fort Collins4d
Manager, Client Service (Raleigh, NC)Raleigh4d
Manager, Client Service (Charlotte, NC)Charlotte4d
Manager, Client Service (Charleston, SC)Charleston, South Carolina, United States4d
Senior Attorney (Sr Estate Planning Strategist) - (Atlanta, Chicago, New York, Dallas)Atlanta; Dallas - Park Cities; New York, New York, United States; Schaumburg4d
Senior Attorney (Sr Estate Planning Strategist) - (Bay Area, Orange County, San Diego)Newport Beach; San Diego; San Francisco; Walnut Creek4d
Attorney (Estate Planning Strategist) - (Bay Area, Orange County, San Diego)Newport Beach; San Diego; San Francisco; Walnut Creek5d
Attorney (Estate Planning Strategist) - (Atlanta, Chicago, New York, Dallas)Atlanta; Dallas - Park Cities; New York, New York, United States; Schaumburg5d
Client Service CoordinatorAtlantaJul 14
Service Operations Associate (Houston, TX)HoustonJun 12
Legal Assistant (Estate Planning Service Specialist) - (Pacific Time Zone)Remote, USAApr 22
Partner, Market Leader (San Francisco/Menlo Park/Walnut Creek/San Jose)Menlo Park; San Francisco; Walnut CreekMar 27
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