Mercer Wealth Management LLC

Mercer Wealth Management LLC Please see mercer-wm.com for important related disclaimers.

Mercer Wealth Management, based in Louisville, Kentucky, is an independent wealth management firm, founded to deliver a higher level of personalized service to clients.

Join us in wishing Andrew Miller a happy birthday! Another year older, wiser, and better at what you do every single day...
05/30/2026

Join us in wishing Andrew Miller a happy birthday! Another year older, wiser, and better at what you do every single day. We hope you have the best birthday!

Happy National 529 Day! 📚 A strong future starts with thoughtful planning. National 529 Day is a great time to revisit e...
05/29/2026

Happy National 529 Day! 📚 A strong future starts with thoughtful planning. National 529 Day is a great time to revisit education savings goals.

The markets are closed today in observance of Memorial Day. Today we pause to remember and honor those who served and sa...
05/25/2026

The markets are closed today in observance of Memorial Day. Today we pause to remember and honor those who served and sacrificed for our country. Wishing everyone a meaningful Memorial Day.

Our partners spent a great deal of time thoughtfully developing the core principles of Mercer Wealth Management - values...
05/21/2026

Our partners spent a great deal of time thoughtfully developing the core principles of Mercer Wealth Management - values that reflect who we are, what we stand for, and how we serve others everyday.

We also wanted those principles to create something meaningful and memorable. Earlier this week, we installed our GUIDE values in the office as a daily reminder of the standards that guide our team and culture.

GUIDE stands for:
⭐ Generous
⭐ United
⭐ Inquisitive
⭐ Disciplined
⭐ Excellence

These principles shape the way we work, collaborate, and care for our clients and community every day.

Proud to sponsor the Ronald McDonald House Louisville Bell Celebration! We are honored to support this organization and ...
05/20/2026

Proud to sponsor the Ronald McDonald House Louisville Bell Celebration! We are honored to support this organization and celebrate the moments that matter most! 🔔❤️

Join us in wishing Michael a Happy 2nd Work Anniversary! We appreciate your dedication, collaboration, and all the ways ...
05/16/2026

Join us in wishing Michael a Happy 2nd Work Anniversary! We appreciate your dedication, collaboration, and all the ways you help make our workplace better everyday. Cheers to another year of success!

At the end of April, Lexie attended the Women Advisors Summit in New York City! Top advisors and nominees from our Advis...
05/12/2026

At the end of April, Lexie attended the Women Advisors Summit in New York City! Top advisors and nominees from our Advisors to Watch ranking came together for an inspiring few days of networking, collaboration, and industry discussion. We’re proud to see Lexie representing our team among such accomplished professionals.

Happy Mother’s Day! We want to especially wish a Happy Mother’s Day to the moms on our team – Wendy, Lexie, & Jessy – an...
05/10/2026

Happy Mother’s Day! We want to especially wish a Happy Mother’s Day to the moms on our team – Wendy, Lexie, & Jessy – and all our clients that are Moms, Step-Moms, Godmothers, and Mother Figures! We hope it’s a wonderful day.

It's Teacher Appreciation Week, we’re celebrating the incredible educators in our community! 🍎 Thank you for the impact ...
05/06/2026

It's Teacher Appreciation Week, we’re celebrating the incredible educators in our community! 🍎 Thank you for the impact you make every day—inside and outside the classroom. We appreciate you!

Some of the team made it to Churchill Downs last week for the 152nd Derby! Big hats were worn, bets were placed, and fun...
05/05/2026

Some of the team made it to Churchill Downs last week for the 152nd Derby! Big hats were worn, bets were placed, and fun was had!

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7511 New La Grange Road
Louisville, KY
40222

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