Mercer Wealth Management LLC

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Louisville, KY
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.

06/22/2026

Please join us in wishing Rachel happy birthday! Hope your day is filled with lots of laughter, great memories, and everything that makes you smile. Wishing you a fantastic year ahead!

06/21/2026

Today we celebrate the fathers and father figures who help shape our lives through their guidance, encouragement, and unwavering support especially to the dads on our team – Todd, Andrew, & Emmett. Happy Father's Day from all of us at Mercer Wealth Management!

06/19/2026

Please note that our office will be closed on June 19 in observance of Juneteenth. We wish everyone a meaningful holiday.

06/18/2026

Congratulations to Lexie Head on completing the Leadership Louisville Center's Alice Houston Women's Leadership Program! Through this experience, she has expanded her leadership skills, built meaningful connections, and strengthened her commitment to making a positive impact in our community. We are so grateful for her leadership and look forward to all she will continue to accomplish!

06/17/2026

We are honored to have our founders Todd Mercer and Lexie Head recognized on the Advisors to Watch list. This achievement reflects their dedication to providing thoughtful guidance, building lasting client relationships, and pursuing excellence in all they do. Congratulations on this well-deserved recognition!

The AdvisorHub 1000 Advisors to Watch 2026, created by AdvisorHub. Presented in June of 2026 based on data gathered in 2025. No fee was paid to be included in the ranking or to hold out marketing materials. Not indicative of the advisor’s future performance. Your experience may vary.

https://www.advisorhub.com/advisors-to-watch-under-1b-2026/

06/14/2026

At Mercer Wealth Management, we're grateful for the opportunities our country provides and the communities we serve. Wishing everyone a meaningful Flag Day as we honor the American flag and the values it represents.

06/11/2026

🚨 New Trump Accounts (530A Accounts) Are Generating Interest Among Families

As details continue to emerge, many parents and grandparents are asking how these new accounts compare to traditional options like 529 plans and UTMA accounts.

The answer isn't one-size-fits-all.

Each account type offers different benefits, limitations, tax considerations, and planning opportunities. Before opening an account, it's important to understand which strategy best aligns with your family's goals.

If you're considering a Trump Account, you'll need to:

✔ Complete Form 4547 (or have your accountant complete it)
✔ Register for a username and password
✔ Evaluate whether the account makes sense within your overall financial and education planning strategy

Our team can help you compare:
• Trump Accounts (530A)
• 529 Plans
• UTMA Accounts

Reach out to schedule a conversation and receive our comparison guide. The right choice depends on your family's unique circumstances, not the latest headline.

06/09/2026

Please join us in welcoming our summer intern Claire Walker! Throughout the summer, she will focus on expanding her knowledge of the financial services industry while gaining hands-on experience with client relations and investment services.

Prior to joining Mercer, Claire completed a remote internship with an investment advisory firm based in Chicago, where she developed a strong interest in wealth management and client service.

Originally from Pewee Valley, Kentucky, Claire is currently pursuing a Bachelor’s degree in Finance with a minor in Accounting at Bellarmine University and plans to graduate in Spring 2027.

Outside of work, Claire enjoys baking, spending time at the lake, and making memories with friends and family.

We are excited to have Claire on the team and look forward to being part of her professional journey this summer!

06/05/2026

🍩 A balanced financial plan is great—but a balanced breakfast that includes a donut isn't bad either! Happy National Donut Day from the Mercer Wealth Management team.

06/03/2026

As we head into the summer months, we want to take a moment to recognize Hurstbourne Living - Best Version Media for being such a great partner over the past year.

Melissa Bailey, owner and publisher, has done a fantastic job highlighting the businesses, families, and stories that make the Hurstbourne community so special.

We are proud to have served this area — and now operate just down the road — since starting Mercer Wealth Management nearly five years ago. Many of our clients call Hurstbourne home, and we are grateful to be part of such a wonderful community.

We encourage you to pick up a copy of Hurstbourne Living the next time you stop by our office!

Address

7511 New La Grange Road
Louisville, KY
40222

Website

http://www.mercer-wm.com/

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