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MERCER ADVISORS
Together Republic Wealth Advisors and Mercer Advisors bring extensive expertise helping clients manage their wealth. As a full-service wealth management firm we help with all aspects of your financial life, from customized financial planning and investment strategies, to proactive tax planning and preparation, retirement planning, estate planning, and corporate trustee services, we have your DRAGON FINANCIAL GROUP IN SAN MATEO, CA Together Dragon Financial Group and Mercer Advisors bring extensive expertise helping clients manage their wealth. As a full-service wealth management firm we help with all aspects of your financial life, from customized financial planning and investment strategies to proactive tax planning and preparation, retirement planning, estate planning, and corporate trustee services, we have your life THE SCIENCE OF ECONOMIC FREEDOM, A FINANCIAL PODCAST Our Science of Economic Freedom podcast is dedicated to educating you on wealth management topics based on the science-based, technical expertise of Mercer Advisors and our 35 years of helping clients reach their financial goals. Meet Doug. Wealth Coaching.JOSEPH YOUNG
Joseph began his career in wealth management in 2004. Prior to joining Mercer Advisors, he worked at Merrill Lynch Global Wealth and Investment Management as a senior wealth management and portfolio advisor. At Merrill Lynch, Joseph specialized in financial, estate, and investment planning for high-net-worth individuals andinstitutions.
AUSTIN FINANCIAL ADVISORS & WEALTH MANAGEMENT Mercer Advisors has more than 35 years of experience in financial planning and wealth management services, spanning investment management, retirement planning, estate planning, corporate trusts, tax planning and preparation, and more.We’ll match you with a financial advisor in Austin that best fits your needs. Our wealth advisors will take the time to fully understand your financialDAVID S. CURRIER
Wealth Advisor. map-pin. Westerville - Columbus Branch. 800.335.1404. david.currier@merceradvisors.com. David Currier spent 10 years in investments as a portfolio manager and an investment banker. David has a comprehensive understanding of broad capital markets with a specific expertise within the equity and fixed-income markets.FEDERICO AVENDANO
Client Associate. map-pin. Westlake Village - Thousand Oaks Branch. 805.495.8166. federico.avendano@merceradvisors.com. Federico began his career in finance shortly after graduation from the University of California, Santa Barbara where he earned bachelor’s degrees in both Spanish Literature and Financial Mathematics & Statistics. USING SILVER AS A HEDGE AGAINST INFLATION For the record, gold returned 4.72% since 1985 versus 3.07% for silver from 1985-2019. Inflation returned 2.51% but stocks, arguably the best long-term inflation hedge, returned 11.44% during that time. The evidence shows, quite conclusively, that the prices of silver and gold appear to be anything but correlated in any systematic way withJENNIFER BAICK
Jennifer began her wealth management career in 1999. Her past professional experiences include financial planning at Prudential and Citigroup, retirement consulting at Samsung, and complex wealth planning for high-net-worth families at First Foundation Advisors and Freestone Capital Management. Jennifer’s areas of expertise include multi-generational wealth, legacy planning, retirement COMPREHENSIVE WEALTH & FINANCIAL MANAGEMENT As a full-service wealth management firm, Mercer Advisors helps you with all aspects of your financial life. From customized financial planning and investment management to proactive tax planning and preparation, retirement planning, estate planning, and corporate and family trustee services, we are here for you.MERCER ADVISORS
Together Republic Wealth Advisors and Mercer Advisors bring extensive expertise helping clients manage their wealth. As a full-service wealth management firm we help with all aspects of your financial life, from customized financial planning and investment strategies, to proactive tax planning and preparation, retirement planning, estate planning, and corporate trustee services, we have your DRAGON FINANCIAL GROUP IN SAN MATEO, CA Together Dragon Financial Group and Mercer Advisors bring extensive expertise helping clients manage their wealth. As a full-service wealth management firm we help with all aspects of your financial life, from customized financial planning and investment strategies to proactive tax planning and preparation, retirement planning, estate planning, and corporate trustee services, we have your life THE SCIENCE OF ECONOMIC FREEDOM, A FINANCIAL PODCAST Our Science of Economic Freedom podcast is dedicated to educating you on wealth management topics based on the science-based, technical expertise of Mercer Advisors and our 35 years of helping clients reach their financial goals. Meet Doug. Wealth Coaching.JOSEPH YOUNG
Joseph began his career in wealth management in 2004. Prior to joining Mercer Advisors, he worked at Merrill Lynch Global Wealth and Investment Management as a senior wealth management and portfolio advisor. At Merrill Lynch, Joseph specialized in financial, estate, and investment planning for high-net-worth individuals andinstitutions.
AUSTIN FINANCIAL ADVISORS & WEALTH MANAGEMENT Mercer Advisors has more than 35 years of experience in financial planning and wealth management services, spanning investment management, retirement planning, estate planning, corporate trusts, tax planning and preparation, and more.We’ll match you with a financial advisor in Austin that best fits your needs. Our wealth advisors will take the time to fully understand your financialDAVID S. CURRIER
Wealth Advisor. map-pin. Westerville - Columbus Branch. 800.335.1404. david.currier@merceradvisors.com. David Currier spent 10 years in investments as a portfolio manager and an investment banker. David has a comprehensive understanding of broad capital markets with a specific expertise within the equity and fixed-income markets.FEDERICO AVENDANO
Client Associate. map-pin. Westlake Village - Thousand Oaks Branch. 805.495.8166. federico.avendano@merceradvisors.com. Federico began his career in finance shortly after graduation from the University of California, Santa Barbara where he earned bachelor’s degrees in both Spanish Literature and Financial Mathematics & Statistics. USING SILVER AS A HEDGE AGAINST INFLATION For the record, gold returned 4.72% since 1985 versus 3.07% for silver from 1985-2019. Inflation returned 2.51% but stocks, arguably the best long-term inflation hedge, returned 11.44% during that time. The evidence shows, quite conclusively, that the prices of silver and gold appear to be anything but correlated in any systematic way withJENNIFER BAICK
Jennifer began her wealth management career in 1999. Her past professional experiences include financial planning at Prudential and Citigroup, retirement consulting at Samsung, and complex wealth planning for high-net-worth families at First Foundation Advisors and Freestone Capital Management. Jennifer’s areas of expertise include multi-generational wealth, legacy planning, retirementCLIENT LOGIN
Login to the client portal to access your account. Mercer Advisors is one of the country’s first independent certified financial planners, and as your financial advisors, we are committed to securing yourfinancial future.
WEALTH MANAGEMENT & PLANNING FOR WOMEN Question 5 of 8. Kudos to you for thinking ahead! The data supports your instincts around retirement planning: Women typically live longer than men (81 years vs. 76 years) 2. Women have lower cumulative lifetime earnings 3. Women have fewer years to THE SCIENCE OF ECONOMIC FREEDOM, A FINANCIAL PODCAST Our Science of Economic Freedom podcast is dedicated to educating you on wealth management topics based on the science-based, technical expertise of Mercer Advisors and our 35 years of helping clients reach their financial goals. Meet Doug. Wealth Coaching. BEVERLY HILLS FINANCIAL ADVISORS & WEALTH MANAGEMENT Mercer Advisors has over 35 years of experience in financial planning and wealth management services, spanning investment management, retirement planning, estate planning, corporate trusts, tax planning and preparation, and more.We’ll match you with a financial advisor in Beverly Hills that best fits your needs. Our wealth advisors strive to understand your financial situation and guide you MARI ADAM | MERCER ADVISORS Mari has over three decades of experience helping clients plan and invest for a better, more secure future, earning the CERTIFIED FINANCIAL PLANNER TM certification in 1991. She specializes in working with women, couples and people who want to enjoy a confident, fulfilling retirement. SECURE ACT AND THE IMPACT TO YOUR RETIREMENT & ESTATE With the SECURE Act now signed into law, you may want to review your estate plan, especially if you are leaving retirement assets behind. The elimination of “stretch” from inherited retirement accounts significantly impacts how we plan for the wealth transfer of assets to your beneficiaries. Retirement trusts, charitable trusts, and RothLUCAS SCHWALLER
Westerville - Columbus Branch. 608.779.0300. lucas.schwaller@merceradvisors.com. Lucas has been providing high-net worth families with investment management guidance, trust design, and comprehensive financial planning since 2014. As Regional Vice President, Lucas is responsible for introducing new and prospective clients to Mercer Advisors andRANDY MAGDALUYO
805.565.1976. Randy.Magdaluyo@merceradvisors.com. Randy joined Mercer Advisors in 2019 as a member of the Mergers & Acquisitions Deal Team. He came from TD Ameritrade Institutional where part of his role there was to be a resource for RIA owners on M&A and succession. Prior to that he was a Manager in Accenture’s capital markets group; a ViceJENNIFER BAICK
Jennifer began her wealth management career in 1999. Her past professional experiences include financial planning at Prudential and Citigroup, retirement consulting at Samsung, and complex wealth planning for high-net-worth families at First Foundation Advisors and Freestone Capital Management. Jennifer’s areas of expertise include multi-generational wealth, legacy planning, retirementMATHEW ENCINO
Mathew joined Mercer Advisors as Deputy General Counsel in the company's Houston office in May of 2017. Originally from San Antonio, Texas, Mathew now resides in Denver, Colorado while still maintaining his loyalty to the San Antonio Spurs. arrow-left. COMPREHENSIVE WEALTH & FINANCIAL MANAGEMENT As a full-service wealth management firm, Mercer Advisors helps you with all aspects of your financial life. From customized financial planning and investment management to proactive tax planning and preparation, retirement planning, estate planning, and corporate and family trustee services, we are here for you.CLIENT LOGIN
Login to the client portal to access your account. Mercer Advisors is one of the country’s first independent certified financial planners, and as your financial advisors, we are committed to securing yourfinancial future.
WEALTH MANAGEMENT & FINANCIAL PLANNING CAREERS Careers in Wealth Management & Financial Planning. When you join Mercer Advisors, you become part of a team helping clients secure their economic freedom. Our commitment extends to our employees as well as our clients. At Mercer Advisors, your total rewards package is more than your pay; it also includes benefits, company-paidcertifications
WEALTH MANAGEMENT & PLANNING FOR WOMEN Question 5 of 8. Kudos to you for thinking ahead! The data supports your instincts around retirement planning: Women typically live longer than men (81 years vs. 76 years) 2. Women have lower cumulative lifetime earnings 3. Women have fewer years to DRAGON FINANCIAL GROUP IN SAN MATEO, CA Together Dragon Financial Group and Mercer Advisors bring extensive expertise helping clients manage their wealth. As a full-service wealth management firm we help with all aspects of your financial life, from customized financial planning and investment strategies to proactive tax planning and preparation, retirement planning, estate planning, and corporate trustee services, we have your life AUSTIN FINANCIAL ADVISORS & WEALTH MANAGEMENT Mercer Advisors has more than 35 years of experience in financial planning and wealth management services, spanning investment management, retirement planning, estate planning, corporate trusts, tax planning and preparation, and more.We’ll match you with a financial advisor in Austin that best fits your needs. Our wealth advisors will take the time to fully understand your financial GENERATE TAX SAVINGS WITH A ROTH CONVERSION IN 2020 A strategic approach to a Roth conversion can generate significant tax savings, asset growth, and estate-planning advantages for people who are nearing retirement or are already retired. Jeremiah H. Barlow, Head of Family Wealth Services at Mercer Advisors, outlined the benefits in a May 27 webinar that’s currently available onmerceradvisors
DAVID S. CURRIER
Wealth Advisor. map-pin. Westerville - Columbus Branch. 800.335.1404. david.currier@merceradvisors.com. David Currier spent 10 years in investments as a portfolio manager and an investment banker. David has a comprehensive understanding of broad capital markets with a specific expertise within the equity and fixed-income markets. USING SILVER AS A HEDGE AGAINST INFLATION For the record, gold returned 4.72% since 1985 versus 3.07% for silver from 1985-2019. Inflation returned 2.51% but stocks, arguably the best long-term inflation hedge, returned 11.44% during that time. The evidence shows, quite conclusively, that the prices of silver and gold appear to be anything but correlated in any systematic way withDOUG FABIAN
Before joining our wealth management team, Doug was president of Fabian Wealth Strategies, a Registered Investment Advisor specializing in exchange-traded funds (ETFs). Doug Fabian has spent over 17 years speaking to investors about the financial planning issues that matter most to them on his financial talk radio show. COMPREHENSIVE WEALTH & FINANCIAL MANAGEMENT As a full-service wealth management firm, Mercer Advisors helps you with all aspects of your financial life. From customized financial planning and investment management to proactive tax planning and preparation, retirement planning, estate planning, and corporate and family trustee services, we are here for you.CLIENT LOGIN
Login to the client portal to access your account. Mercer Advisors is one of the country’s first independent certified financial planners, and as your financial advisors, we are committed to securing yourfinancial future.
WEALTH MANAGEMENT & FINANCIAL PLANNING CAREERS Careers in Wealth Management & Financial Planning. When you join Mercer Advisors, you become part of a team helping clients secure their economic freedom. Our commitment extends to our employees as well as our clients. At Mercer Advisors, your total rewards package is more than your pay; it also includes benefits, company-paidcertifications
WEALTH MANAGEMENT & PLANNING FOR WOMEN Question 5 of 8. Kudos to you for thinking ahead! The data supports your instincts around retirement planning: Women typically live longer than men (81 years vs. 76 years) 2. Women have lower cumulative lifetime earnings 3. Women have fewer years to DRAGON FINANCIAL GROUP IN SAN MATEO, CA Together Dragon Financial Group and Mercer Advisors bring extensive expertise helping clients manage their wealth. As a full-service wealth management firm we help with all aspects of your financial life, from customized financial planning and investment strategies to proactive tax planning and preparation, retirement planning, estate planning, and corporate trustee services, we have your life AUSTIN FINANCIAL ADVISORS & WEALTH MANAGEMENT Mercer Advisors has more than 35 years of experience in financial planning and wealth management services, spanning investment management, retirement planning, estate planning, corporate trusts, tax planning and preparation, and more.We’ll match you with a financial advisor in Austin that best fits your needs. Our wealth advisors will take the time to fully understand your financial GENERATE TAX SAVINGS WITH A ROTH CONVERSION IN 2020 A strategic approach to a Roth conversion can generate significant tax savings, asset growth, and estate-planning advantages for people who are nearing retirement or are already retired. Jeremiah H. Barlow, Head of Family Wealth Services at Mercer Advisors, outlined the benefits in a May 27 webinar that’s currently available onmerceradvisors
DAVID S. CURRIER
Wealth Advisor. map-pin. Westerville - Columbus Branch. 800.335.1404. david.currier@merceradvisors.com. David Currier spent 10 years in investments as a portfolio manager and an investment banker. David has a comprehensive understanding of broad capital markets with a specific expertise within the equity and fixed-income markets. USING SILVER AS A HEDGE AGAINST INFLATION For the record, gold returned 4.72% since 1985 versus 3.07% for silver from 1985-2019. Inflation returned 2.51% but stocks, arguably the best long-term inflation hedge, returned 11.44% during that time. The evidence shows, quite conclusively, that the prices of silver and gold appear to be anything but correlated in any systematic way withDOUG FABIAN
Before joining our wealth management team, Doug was president of Fabian Wealth Strategies, a Registered Investment Advisor specializing in exchange-traded funds (ETFs). Doug Fabian has spent over 17 years speaking to investors about the financial planning issues that matter most to them on his financial talk radio show. MEET OUR FINANCIAL PLANNERS, ADVISORS & MANAGERS Our advisors are committed to you, to our philosophy, and to ensuring our clients gets the right strategy, plan, and attention according to their unique needs. Our team of wealth management experts including, Certified Financial Planners™, investment advisors and strategists, estate planners, attorneys, and Certified Public Accountants, will collaborate with you and foster a relationshipMERCER ADVISORS
Together Republic Wealth Advisors and Mercer Advisors bring extensive expertise helping clients manage their wealth. As a full-service wealth management firm we help with all aspects of your financial life, from customized financial planning and investment strategies, to proactive tax planning and preparation, retirement planning, estate planning, and corporate trustee services, we have your WEALTH MANAGEMENT & FINANCIAL ADVISORS OFFICES Alpharetta - Atlanta Regional Office 555 North Point Center East Suite 510 Alpharetta, Georgia 30022 800.335.8808 WEALTH MANAGEMENT & PLANNING FOR WOMEN Question 5 of 8. Kudos to you for thinking ahead! The data supports your instincts around retirement planning: Women typically live longer than men (81 years vs. 76 years) 2. Women have lower cumulative lifetime earnings 3. Women have fewer years to THE SCIENCE OF ECONOMIC FREEDOM, A FINANCIAL PODCAST Our Science of Economic Freedom podcast is dedicated to educating you on wealth management topics based on the science-based, technical expertise of Mercer Advisors and our 35 years of helping clients reach their financial goals. Meet Doug. Wealth Coaching.PATRICK T. MOORE
Client Advisor. map-pin. Bartlesville Branch. 918.956.0580. patrick.moore@merceradvisors.com. Pat utilizes more than 35 years of consulting and advisory experience to benefit his clients. His career has been marked by a common overarching theme – the passion for helping people succeed. He serves clients through holistic financialplanning
DOUG FABIAN
Before joining our wealth management team, Doug was president of Fabian Wealth Strategies, a Registered Investment Advisor specializing in exchange-traded funds (ETFs). Doug Fabian has spent over 17 years speaking to investors about the financial planning issues that matter most to them on his financial talk radio show.FEDERICO AVENDANO
Client Associate. map-pin. Westlake Village - Thousand Oaks Branch. 805.495.8166. federico.avendano@merceradvisors.com. Federico began his career in finance shortly after graduation from the University of California, Santa Barbara where he earned bachelor’s degrees in both Spanish Literature and Financial Mathematics & Statistics.JOSEPH YOUNG
Joseph began his career in wealth management in 2004. Prior to joining Mercer Advisors, he worked at Merrill Lynch Global Wealth and Investment Management as a senior wealth management and portfolio advisor. At Merrill Lynch, Joseph specialized in financial, estate, and investment planning for high-net-worth individuals andinstitutions.
SECURE ACT AND THE IMPACT TO YOUR RETIREMENT & ESTATE With the SECURE Act now signed into law, you may want to review your estate plan, especially if you are leaving retirement assets behind. The elimination of “stretch” from inherited retirement accounts significantly impacts how we plan for the wealth transfer of assets to your beneficiaries. Retirement trusts, charitable trusts, and Roth COMPREHENSIVE WEALTH & FINANCIAL MANAGEMENT As a full-service wealth management firm, Mercer Advisors helps you with all aspects of your financial life. From customized financial planning and investment management to proactive tax planning and preparation, retirement planning, estate planning, and corporate and family trustee services, we are here for you.CLIENT LOGIN
Login to the client portal to access your account. Mercer Advisors is one of the country’s first independent certified financial planners, and as your financial advisors, we are committed to securing yourfinancial future.
MERCER ADVISORS
Together Republic Wealth Advisors and Mercer Advisors bring extensive expertise helping clients manage their wealth. As a full-service wealth management firm we help with all aspects of your financial life, from customized financial planning and investment strategies, to proactive tax planning and preparation, retirement planning, estate planning, and corporate trustee services, we have yourMERCER ADVISORS
Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global WEALTH MANAGEMENT & PLANNING FOR WOMEN Question 5 of 8. Kudos to you for thinking ahead! The data supports your instincts around retirement planning: Women typically live longer than men (81 years vs. 76 years) 2. Women have lower cumulative lifetime earnings 3. Women have fewer years to AUSTIN FINANCIAL ADVISORS & WEALTH MANAGEMENT Mercer Advisors has more than 35 years of experience in financial planning and wealth management services, spanning investment management, retirement planning, estate planning, corporate trusts, tax planning and preparation, and more.We’ll match you with a financial advisor in Austin that best fits your needs. Our wealth advisors will take the time to fully understand your financial GENERATE TAX SAVINGS WITH A ROTH CONVERSION IN 2020 A strategic approach to a Roth conversion can generate significant tax savings, asset growth, and estate-planning advantages for people who are nearing retirement or are already retired. Jeremiah H. Barlow, Head of Family Wealth Services at Mercer Advisors, outlined the benefits in a May 27 webinar that’s currently available onmerceradvisors
DAVID S. CURRIER
Wealth Advisor. map-pin. Westerville - Columbus Branch. 800.335.1404. david.currier@merceradvisors.com. David Currier spent 10 years in investments as a portfolio manager and an investment banker. David has a comprehensive understanding of broad capital markets with a specific expertise within the equity and fixed-income markets.DOUG FABIAN
Before joining our wealth management team, Doug was president of Fabian Wealth Strategies, a Registered Investment Advisor specializing in exchange-traded funds (ETFs). Doug Fabian has spent over 17 years speaking to investors about the financial planning issues that matter most to them on his financial talk radio show. USING SILVER AS A HEDGE AGAINST INFLATION For the record, gold returned 4.72% since 1985 versus 3.07% for silver from 1985-2019. Inflation returned 2.51% but stocks, arguably the best long-term inflation hedge, returned 11.44% during that time. The evidence shows, quite conclusively, that the prices of silver and gold appear to be anything but correlated in any systematic way with COMPREHENSIVE WEALTH & FINANCIAL MANAGEMENT As a full-service wealth management firm, Mercer Advisors helps you with all aspects of your financial life. From customized financial planning and investment management to proactive tax planning and preparation, retirement planning, estate planning, and corporate and family trustee services, we are here for you.CLIENT LOGIN
Login to the client portal to access your account. Mercer Advisors is one of the country’s first independent certified financial planners, and as your financial advisors, we are committed to securing yourfinancial future.
MERCER ADVISORS
Together Republic Wealth Advisors and Mercer Advisors bring extensive expertise helping clients manage their wealth. As a full-service wealth management firm we help with all aspects of your financial life, from customized financial planning and investment strategies, to proactive tax planning and preparation, retirement planning, estate planning, and corporate trustee services, we have yourMERCER ADVISORS
Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global WEALTH MANAGEMENT & PLANNING FOR WOMEN Question 5 of 8. Kudos to you for thinking ahead! The data supports your instincts around retirement planning: Women typically live longer than men (81 years vs. 76 years) 2. Women have lower cumulative lifetime earnings 3. Women have fewer years to AUSTIN FINANCIAL ADVISORS & WEALTH MANAGEMENT Mercer Advisors has more than 35 years of experience in financial planning and wealth management services, spanning investment management, retirement planning, estate planning, corporate trusts, tax planning and preparation, and more.We’ll match you with a financial advisor in Austin that best fits your needs. Our wealth advisors will take the time to fully understand your financial GENERATE TAX SAVINGS WITH A ROTH CONVERSION IN 2020 A strategic approach to a Roth conversion can generate significant tax savings, asset growth, and estate-planning advantages for people who are nearing retirement or are already retired. Jeremiah H. Barlow, Head of Family Wealth Services at Mercer Advisors, outlined the benefits in a May 27 webinar that’s currently available onmerceradvisors
DAVID S. CURRIER
Wealth Advisor. map-pin. Westerville - Columbus Branch. 800.335.1404. david.currier@merceradvisors.com. David Currier spent 10 years in investments as a portfolio manager and an investment banker. David has a comprehensive understanding of broad capital markets with a specific expertise within the equity and fixed-income markets.DOUG FABIAN
Before joining our wealth management team, Doug was president of Fabian Wealth Strategies, a Registered Investment Advisor specializing in exchange-traded funds (ETFs). Doug Fabian has spent over 17 years speaking to investors about the financial planning issues that matter most to them on his financial talk radio show. USING SILVER AS A HEDGE AGAINST INFLATION For the record, gold returned 4.72% since 1985 versus 3.07% for silver from 1985-2019. Inflation returned 2.51% but stocks, arguably the best long-term inflation hedge, returned 11.44% during that time. The evidence shows, quite conclusively, that the prices of silver and gold appear to be anything but correlated in any systematic way with MEET OUR FINANCIAL PLANNERS, ADVISORS & MANAGERS Our advisors are committed to you, to our philosophy, and to ensuring our clients gets the right strategy, plan, and attention according to their unique needs. Our team of wealth management experts including, Certified Financial Planners™, investment advisors and strategists, estate planners, attorneys, and Certified Public Accountants, will collaborate with you and foster a relationship WEALTH MANAGEMENT & FINANCIAL ADVISORS OFFICES Alpharetta - Atlanta Regional Office 555 North Point Center East Suite 510 Alpharetta, Georgia 30022 800.335.8808 WEALTH MANAGEMENT & FINANCIAL PLANNING CAREERS Careers in Wealth Management & Financial Planning. When you join Mercer Advisors, you become part of a team helping clients secure their economic freedom. Our commitment extends to our employees as well as our clients. At Mercer Advisors, your total rewards package is more than your pay; it also includes benefits, company-paidcertifications
WEALTH MANAGEMENT & PLANNING FOR WOMEN Question 5 of 8. Kudos to you for thinking ahead! The data supports your instincts around retirement planning: Women typically live longer than men (81 years vs. 76 years) 2. Women have lower cumulative lifetime earnings 3. Women have fewer years to THE SCIENCE OF ECONOMIC FREEDOM, A FINANCIAL PODCAST Our Science of Economic Freedom podcast is dedicated to educating you on wealth management topics based on the science-based, technical expertise of Mercer Advisors and our 35 years of helping clients reach their financial goals. Meet Doug. Wealth Coaching.VERONICA RUBIO
Veronica began her financial services career over 15 years ago. Prior to joining Mercer Advisors, Veronica served as a Financial Consultant at Charles Schwab, where she provided comprehensive financial planning and investment guidance for high-net-worth families and entities.DOUG FABIAN
Before joining our wealth management team, Doug was president of Fabian Wealth Strategies, a Registered Investment Advisor specializing in exchange-traded funds (ETFs). Doug Fabian has spent over 17 years speaking to investors about the financial planning issues that matter most to them on his financial talk radio show.FEDERICO AVENDANO
Client Associate. map-pin. Westlake Village - Thousand Oaks Branch. 805.495.8166. federico.avendano@merceradvisors.com. Federico began his career in finance shortly after graduation from the University of California, Santa Barbara where he earned bachelor’s degrees in both Spanish Literature and Financial Mathematics & Statistics.JOSEPH YOUNG
Joseph began his career in wealth management in 2004. Prior to joining Mercer Advisors, he worked at Merrill Lynch Global Wealth and Investment Management as a senior wealth management and portfolio advisor. At Merrill Lynch, Joseph specialized in financial, estate, and investment planning for high-net-worth individuals andinstitutions.
TRAVERSE CITY WEALTH MANAGEMENT & FINANCIAL ADVISORS Mercer Advisors has more than 35 years of experience in financial planning and wealth management services, spanning investment management, retirement planning, estate planning, corporate trusts, tax planning and preparation, and more.We’ll match you with a COMPREHENSIVE WEALTH & FINANCIAL MANAGEMENT As a full-service wealth management firm, Mercer Advisors helps you with all aspects of your financial life. From customized financial planning and investment management to proactive tax planning and preparation, retirement planning, estate planning, and corporate and family trustee services, we are here for you.CLIENT LOGIN
Login to the client portal to access your account. Mercer Advisors is one of the country’s first independent certified financial planners, and as your financial advisors, we are committed to securing yourfinancial future.
MERCER ADVISORSMERCER ADVISORS DENVERMERCER ADVISORS INCMERCER ADVISORS NEWSMERCER GLOBAL ADVISORSMERCER CAPITAL ADVISORSMERCERADVISORS SIGN IN
Together Republic Wealth Advisors and Mercer Advisors bring extensive expertise helping clients manage their wealth. As a full-service wealth management firm we help with all aspects of your financial life, from customized financial planning and investment strategies, to proactive tax planning and preparation, retirement planning, estate planning, and corporate trustee services, we have your MERCER ADVISORSMERCER ADVISORS COMPLAINTSMERCER ADVISORS NEWSMERCER ADVISORS HOUSTONMERCER ADVISORS ASSETSMERCER ADVISORS BELLEVUEMERCERADVISORS DENVER
Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer GlobalDAVID S. CURRIER
Wealth Advisor. map-pin. Westerville - Columbus Branch. 800.335.1404. david.currier@merceradvisors.com. David Currier spent 10 years in investments as a portfolio manager and an investment banker. David has a comprehensive understanding of broad capital markets with a specific expertise within the equity and fixed-income markets.DAVID E. GARDNER
303.449.5552. david.gardner@merceradvisors.com. Dave began his financial career in 2004 as a planner, helping advisors map out strategies for their clients. In 2007, he founded the fee-only comprehensive financial planning firm Yellowstone Financial, which later became Confluence Financial Advisors. Dave has been the personalfinance columnist
JOSEPH YOUNG
Joseph began his career in wealth management in 2004. Prior to joining Mercer Advisors, he worked at Merrill Lynch Global Wealth and Investment Management as a senior wealth management and portfolio advisor. At Merrill Lynch, Joseph specialized in financial, estate, and investment planning for high-net-worth individuals andinstitutions.
USING SILVER AS A HEDGE AGAINST INFLATION For the record, gold returned 4.72% since 1985 versus 3.07% for silver from 1985-2019. Inflation returned 2.51% but stocks, arguably the best long-term inflation hedge, returned 11.44% during that time. The evidence shows, quite conclusively, that the prices of silver and gold appear to be anything but correlated in any systematic way withFEDERICO AVENDANO
Client Associate. map-pin. Westlake Village - Thousand Oaks Branch. 805.495.8166. federico.avendano@merceradvisors.com. Federico began his career in finance shortly after graduation from the University of California, Santa Barbara where he earned bachelor’s degrees in both Spanish Literature and Financial Mathematics & Statistics.JENNIFER BAICK
Jennifer began her wealth management career in 1999. Her past professional experiences include financial planning at Prudential and Citigroup, retirement consulting at Samsung, and complex wealth planning for high-net-worth families at First Foundation Advisors and Freestone Capital Management. Jennifer’s areas of expertise include multi-generational wealth, legacy planning, retirement COMPREHENSIVE WEALTH & FINANCIAL MANAGEMENT As a full-service wealth management firm, Mercer Advisors helps you with all aspects of your financial life. From customized financial planning and investment management to proactive tax planning and preparation, retirement planning, estate planning, and corporate and family trustee services, we are here for you.CLIENT LOGIN
Login to the client portal to access your account. Mercer Advisors is one of the country’s first independent certified financial planners, and as your financial advisors, we are committed to securing yourfinancial future.
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Together Republic Wealth Advisors and Mercer Advisors bring extensive expertise helping clients manage their wealth. As a full-service wealth management firm we help with all aspects of your financial life, from customized financial planning and investment strategies, to proactive tax planning and preparation, retirement planning, estate planning, and corporate trustee services, we have your MERCER ADVISORSMERCER ADVISORS COMPLAINTSMERCER ADVISORS NEWSMERCER ADVISORS HOUSTONMERCER ADVISORS ASSETSMERCER ADVISORS BELLEVUEMERCERADVISORS DENVER
Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer GlobalDAVID S. CURRIER
Wealth Advisor. map-pin. Westerville - Columbus Branch. 800.335.1404. david.currier@merceradvisors.com. David Currier spent 10 years in investments as a portfolio manager and an investment banker. David has a comprehensive understanding of broad capital markets with a specific expertise within the equity and fixed-income markets.DAVID E. GARDNER
303.449.5552. david.gardner@merceradvisors.com. Dave began his financial career in 2004 as a planner, helping advisors map out strategies for their clients. In 2007, he founded the fee-only comprehensive financial planning firm Yellowstone Financial, which later became Confluence Financial Advisors. Dave has been the personalfinance columnist
JOSEPH YOUNG
Joseph began his career in wealth management in 2004. Prior to joining Mercer Advisors, he worked at Merrill Lynch Global Wealth and Investment Management as a senior wealth management and portfolio advisor. At Merrill Lynch, Joseph specialized in financial, estate, and investment planning for high-net-worth individuals andinstitutions.
USING SILVER AS A HEDGE AGAINST INFLATION For the record, gold returned 4.72% since 1985 versus 3.07% for silver from 1985-2019. Inflation returned 2.51% but stocks, arguably the best long-term inflation hedge, returned 11.44% during that time. The evidence shows, quite conclusively, that the prices of silver and gold appear to be anything but correlated in any systematic way withFEDERICO AVENDANO
Client Associate. map-pin. Westlake Village - Thousand Oaks Branch. 805.495.8166. federico.avendano@merceradvisors.com. Federico began his career in finance shortly after graduation from the University of California, Santa Barbara where he earned bachelor’s degrees in both Spanish Literature and Financial Mathematics & Statistics.JENNIFER BAICK
Jennifer began her wealth management career in 1999. Her past professional experiences include financial planning at Prudential and Citigroup, retirement consulting at Samsung, and complex wealth planning for high-net-worth families at First Foundation Advisors and Freestone Capital Management. Jennifer’s areas of expertise include multi-generational wealth, legacy planning, retirement MEET OUR FINANCIAL PLANNERS, ADVISORS & MANAGERS Our advisors are committed to you, to our philosophy, and to ensuring our clients gets the right strategy, plan, and attention according to their unique needs. Our team of wealth management experts including, Certified Financial Planners™, investment advisors and strategists, estate planners, attorneys, and Certified Public Accountants, will collaborate with you and foster a relationship WEALTH MANAGEMENT & FINANCIAL PLANNING CAREERS Careers in Wealth Management & Financial Planning. When you join Mercer Advisors, you become part of a team helping clients secure their economic freedom. Our commitment extends to our employees as well as our clients. At Mercer Advisors, your total rewards package is more than your pay; it also includes benefits, company-paidcertifications
WEALTH MANAGEMENT & PLANNING FOR WOMEN Question 5 of 8. Kudos to you for thinking ahead! The data supports your instincts around retirement planning: Women typically live longer than men (81 years vs. 76 years) 2. Women have lower cumulative lifetime earnings 3. Women have fewer years to THE SCIENCE OF ECONOMIC FREEDOM, A FINANCIAL PODCAST Our Science of Economic Freedom podcast is dedicated to educating you on wealth management topics based on the science-based, technical expertise of Mercer Advisors and our 35 years of helping clients reach their financial goals. Meet Doug. Wealth Coaching. FOUNDATION AND ENDOWMENT SERVICES Investing to Minimize Impacts from Market Volatility. In the economic context of a market downturn, non-profits may be subject to three concurrent impacts: (a) a decline in endowment portfolio values; (b) a more challenging development environment, with donors cutting back contributions and prospective donors becoming scarcer; and (c) needs increasing – e.g., grant requests go up in aJOSEPH YOUNG
Joseph began his career in wealth management in 2004. Prior to joining Mercer Advisors, he worked at Merrill Lynch Global Wealth and Investment Management as a senior wealth management and portfolio advisor. At Merrill Lynch, Joseph specialized in financial, estate, and investment planning for high-net-worth individuals andinstitutions.
DAVID E. GARDNER
303.449.5552. david.gardner@merceradvisors.com. Dave began his financial career in 2004 as a planner, helping advisors map out strategies for their clients. In 2007, he founded the fee-only comprehensive financial planning firm Yellowstone Financial, which later became Confluence Financial Advisors. Dave has been the personalfinance columnist
ANDREW THOMPSON
Andrew is passionate about helping individuals and families achieve their financial goals. Following his graduation from Northwestern University, Andrew has held various financial services positions including most recently over 7 years as a Vice President/Financial Advisor with Personal Capital.DUNCAN MACDOUGALL
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RANDY MAGDALUYO
805.565.1976. Randy.Magdaluyo@merceradvisors.com. Randy joined Mercer Advisors in 2019 as a member of the Mergers & Acquisitions Deal Team. He came from TD Ameritrade Institutional where part of his role there was to be a resource for RIA owners on M&A and succession. Prior to that he was a Manager in Accenture’s capital markets group; a Vicemercer-logo-header
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SCHEDULE A COMPLIMENTARY WEALTH COACHING SESSION A no cost or obligation phone consultation to assess your financial situation and formulate next steps for achieving economic freedom. Speak With An Advisor LISTEN TO OUR LATEST PODCAST The Science of Economic Freedom is an educational podcast providing expertise on how to reach your financial goals. Listen Now WE'RE RECOGNIZED AS A TOP FINANCIAL ADVISOR Mercer Advisors is proudly recognized as one of the top wealth managers in the United States. See Our AwardsINVESTING FOR WOMEN
BY WOMEN
We’re committed to serving women’s comprehensive wealth planningneeds. Learn More
FIND YOUR PATH
TO ECONOMIC FREEDOMTMHow We Can Help
SCHEDULE A COMPLIMENTARY WEALTH COACHING SESSION A no cost or obligation phone consultation to assess your financial situation and formulate next steps for achieving economic freedom. Speak With An Advisor LISTEN TO OUR LATEST PODCAST The Science of Economic Freedom is an educational podcast providing expertise on how to reach your financial goals. Listen Now WE'RE RECOGNIZED AS A TOP FINANCIAL ADVISOR Mercer Advisors is proudly recognized as one of the top wealth managers in the United States. See Our AwardsINVESTING FOR WOMEN
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COMPREHENSIVE WEALTH MANAGEMENT Freedom to enjoy, freedom from anxiety, freedom to give back. The confidence knowing your lifetime journey is on a path for success – this is what a holistic wealth management plan can do for you. As a full-service wealth management firm, Mercer Advisors helps you with all aspects of your financial life, from customized financial planning and investment strategies to proactive tax planning and preparation, retirement planning, estate planning, and corporate and family trustee services, we have your life journey covered. We build a strategy just for you. Our team of CPAs, CFPs, and lawyers, come together to support your relationship manager, helping you to navigate the ups and downs of the market, changing tax laws, early retirement, college bills, and so much more, with an unwavering focus on delivering best-in-class advice, acting as a fiduciary to you.Schedule a wealth
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WE HELP YOU THROUGH EVERY STAGE OF YOUR FINANCIAL JOURNEY.Building Wealth
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Continuing Your Legacy GIVING YOU A FOUNDATION TO BUILD ON It’s never too early to start saving and planning for your future. We’ll work with you to build a foundation for financial success. PROTECTING YOUR FAMILY Protect your family and loved ones by making sure you have appropriate plans in place. We can help you plan for the expected – and the unexpected. We will help prepare you for whatever the future may hold. HAVING THE RESOURCES YOU NEED FOR THE RETIREMENT YOU WANT Savings, your employee retirement plans, social security, taxes – as you plan for retirement each is important. We can help you navigate these retirement sources throughout your lifetime. ENSURE WHAT YOU CARE ABOUT EXTENDS TO THE NEXT GENERATION You want to secure the well-being of those you love and support the causes you value. We help you design and maintain a plan that will carry on your legacy, while also working with your loved ones to ensure your mission and values are carried on for future generations. CUSTOMIZED FINANCIAL PLANNING Life changes. So, too, do your goals and objectives. Your financial plan is most effective when you treat it as a lifelong process, making periodic adjustments throughout your journey. At Mercer Advisors, we believe the first step in this process is to consider your wealth management needs holistically. We work with you on a fee-only fiduciary basis to assess and integrate all aspects of your financial life into one comprehensive plan.learn more
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graph2
QUALITY FACTOR
Firms with higher operating profits divided by the book value of thefirm’s equity.
MOMENTUM FACTOR
Assets with the highest price changes over the prior 12-months.VALUE FACTOR
Stocks with low prices relative to company earnings, assets, or somerelated measure.
MARKET FACTOR
Outperformance of stocks over risk-free bonds (US Treasury bills).CREDIT FACTOR
Bonds with higher credit risk (repayment risk) relative to risk-free bonds issued by the US Treasury.SIZE FACTOR
“Size” of a company as measured by a company’s marketcapitalization.
MINIMUM VOLATILITY FACTOR Stocks that exhibit less overall downside sensitivity to price movements in the broad market.TERM FACTOR
Bonds with longer maturities relative to those with shortermaturities.
A SCIENTIFIC APPROACH TO INVESTMENT MANAGEMENT At Mercer Advisors, our investment philosophy is guided by scientific reasoning and theory; not subjectivity and speculation. As fiduciaries to our clients, we recommend only those investment solutions which we believe to be the best available. Our science-based approach to investing focuses on identifying those characteristics of investments that have been shown, over time, to be reliable predictors of superior, risk-adjusted returns. While this factor-based approach doesn’t guarantee that such investments will deliver positive future returns, decades of academic research has concluded that building portfolios in this manner leads to higher risk-adjusted returns than does “active” management, market timing, and traditional indexinvesting.
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Our advisors are committed to you, to our philosophy, and to ensuring our clients get the right strategy, plan, and attention according to their unique needs. Our team of wealth management experts including, CERTIFIED FINANCIAL PLANNER™ professionals, investment advisors and strategists, estate planners, attorneys, and Certified Public Accountants, will collaborate with you and foster a relationship based on trust, service, and transparency. At Mercer Advisors, our commitment is to you.meet the team
Articles
NEW TAX LAWS AND CREDITS THAT MAY IMPACT YOUR FAMILY We have now had a full year with The Tax Cuts and Jobs Act, which enacted many significant changes for taxpayers. For families, especially those with children, it’s important to know how these laws may impact your financial planning. As a working woman and a mother of two, I was pleased to learn that some of the new tax law changes will be helpful in planning expenses and future savings for my children. To help you think strategically about your tax planning, we have outlined some of these changes. Talk to your advisor about how these changes may affect your taxes. Irina Polyakova, CPA |Mar 1, 2019
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