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Mercer Advisors

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Mercer Advisors

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At Mercer Advisors in Boulder, we’re proud to serve individuals and families with comprehensive wealth management tailored to your unique financial goals.

Schedule a consultation today. Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others. Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions. We're proud that nearly half of our client-facing team firm-wide are women.

10/30/2026

Do you know what's scarier than Halloween? Knowing you need a financial plan but not having one. 👻 You don't have to figure it out alone. We can help you pull all the pieces, even the scary ones, together. Start here: https://buff.ly/IGCoJjU

Have a safe and happy Halloween weekend!

10/28/2026

Managing wealth is about more than investments alone.

Tax planning, estate strategies, insurance, and trust planning all play a role in your broader financial picture.

In our latest article, Kristen Comeau, Regional Vice President at Mercer Advisors, explores the family office approach, what it means, and how it can help align the many aspects of your financial life through a coordinated wealth management strategy. Read more: https://buff.ly/nFtE4SG

10/27/2026

Meet Zack Schiller, Sr. Wealth Advisor at Mercer Advisors.

Growing up in his father's accounting practice, Zack learned early on that behind every balance sheet is a person with goals, concerns, and important decisions to make.

For more than two decades, he has helped clients navigate market cycles, life transitions, and complex planning decisions by building plans tailored to their values, priorities, and goals.

Get to know Zack. https://buff.ly/1DUEXOI

10/23/2026

🎧 Treasury yields are at their highest levels in nearly 20 years. What does that mean for investors?

In the latest episode of the Market Perspectives podcast, David Krakauer, CFA®, CRPS®, Vice President of Portfolio Management at Mercer Advisors, breaks down the drivers behind rising yields, what they could signal for the economy, and how investors may want to think about bonds in today’s market.

Listen now.

10/22/2026

Women are expected to play a significant role in the wealth expected to transfer between generations in the coming decades.

Yet many women report feeling unprepared for the financial decisions that may follow.

In our latest article, Sarah Serling, JD, CFP®, shares practical considerations that may help women prepare for a potential inheritance and better understand the planning opportunities that can come with it. Read more: https://buff.ly/SUU5qou

10/21/2026

Year-end planning isn't one-size-fits-all.

The steps worth considering may differ depending on whether you're still working, retired, or taking required minimum distributions.

In our latest article, Bruce R. Bendell, CPA, PFS, Wealth Strategy Director, Tax, shares a practical guide to year-end financial and tax planning considerations. Read more. https://buff.ly/yZQKYPc

10/20/2026

Meet Michael Johns, CFP®, Sr. Wealth Advisor at Mercer Advisors.

Michael's passion for investing started young. From watching investment shows to playing stock market games with his dad, he developed an early fascination with how financial decisions can shape the future.

Today, he helps families navigate retirement, inherited wealth, and multi-generational planning. He believes financial planning should be the foundation of every recommendation and takes pride in helping clients build plans around what matters most to them.

Get to know Michael. https://buff.ly/9TSPSZA

10/19/2026

We're continuing to expand our presence in the Ohio Valley with the addition of Goal Line Financial, a Cincinnati-based wealth management firm.

For more than 23 years, Goal Line has delivered highly personalized, independent wealth management services to a select group of successful, purpose-driven clients. Led by president and founder Mike Momper, the team takes a comprehensive approach to financial planning.

“Goal Line reflects exactly what we look for in a partner firm: a strong culture, deep client relationships and a commitment to fiduciary advice,” said Ted Motheral, Executive Managing Partner, M&A Partner Development.

Please join us in welcoming the Goal Line Financial team to Mercer Advisors!

Learn more about the partnership here: https://buff.ly/JNht4u6

10/16/2026

A financial plan is about more than managing investments.

Our latest guide, Why Every Family Needs A Financial Plan: A Friendly Guide to Feeling More Confident About Your Money, explores key elements of a comprehensive financial plan, including investment management, tax strategy, estate planning, insurance coverage, and long-term goals.

Unlock and download the guide: https://buff.ly/XdDBhDS

10/15/2026

🎧 What are Trump Accounts, and how can they help families save for the future?

In this episode of the Your Life, Your Wealth podcast, John Walker, Jason O'Meara, and Bryan Strike discuss how Trump Accounts work, who is eligible, how they differ from 529 plans and where they may fit within a broader financial plan.

Listen now: https://buff.ly/dd4Vnk6

09/09/2025

ICYMI: On August 21st, we kicked off the 2025 football season with a rooftop event at the University of Colorado Boulder.

From a fireside chat with JR Payne, Head Coach of the Women’s Basketball Team, to special appearances by the CU mascot and our CEO, Dave Welling, the afternoon was filled with inspiration and school spirit. Guests even took to Folsom Field for a lively football toss.

It was a night of conversations, connections, and community. We look forward to cheering on the Buffs and carrying this momentum into the season ahead. 💛 🖤 🏈

Learn more about our Boulder team: https://buff.ly/1V5cyPB

07/31/2025

We're honored to be ranked #1 on the Denver Business Journal's 2025 list of Colorado-Based Investment Managers, based on assets under management.

This recognition is a meaningful reflection of the relationships we've built and the trust placed in our team by clients, colleagues, and the local community. We are committed to providing thoughtful guidance and long-term value to the families and individuals we serve. https://buff.ly/QZVm4v9

07/28/2025

Hello Boulder! Welcome to the Mercer Advisors page, where we’re dedicated to your financial well-being.

As a family office, our team of advisors will work with you and your family to achieve your financial goals through a comprehensive, integrated approach that simplifies and amplifies your financial life by bringing together:

✔️ Financial Planning
✔️ Investment Management
✔️ Tax Strategy
✔️ Estate Planning
✔️ Insurance Solutions
✔️ And more

Follow us for insights, financial expertise and tips. We look forward to connecting with you as a trusted local resource. Learn more about our Denver team: https://buff.ly/3cjyoOQ

Address

2595 Canyon Boulevard, Suite 320
Boulder, CO
80302

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+18005250961

Website

https://www.merceradvisors.com/location/boulder/?utm_campaign=yext_boulder&utm_medium=organic&utm_source=yext

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