Mercer Wealth Management LLC

09/07/2026

Wishing everyone a happy Labor Day! Our offices will be closed Monday, September 7, as we take a day to celebrate and appreciate the hard work of our team and communities. Enjoy the holiday!

09/02/2026

We enjoyed hosting a Direct Indexing Dinner at our office alongside our partners at Nuveen. It was a great evening of meaningful conversation, connection, and insights into the benefits of direct indexing. Thank you to everyone who joined us!

08/31/2026

Last week, our Founder & Managing Partner, Lexie Head, traveled to Sanctuary Wealth’s headquarters in Indianapolis for the kickoff of its collegiate mentorship program in partnership with Indiana University’s Kelley School of Business and Texas A&M University.

This is Lexie’s second year serving as a mentor in the program, and she’s looking forward to getting to know her mentee and supporting her professional growth over the coming months.

The kickoff brought together students, mentors from Sanctuary partner firms, and members of the Sanctuary executive team for a day of learning, networking, and relationship-building. The group wrapped up the afternoon with some friendly competition at Topgolf, followed by a private dinner for the mentors and Sanctuary team.

We’re proud to support opportunities that connect the next generation of professionals with leaders across the wealth management industry!

08/26/2026

We’re proud to share that Mercer Wealth Management was named a 2026 Louisville Business First Partner in Philanthropy honoree, placing 3rd among 10 small companies recognized!

Giving back to our community is an important part of who we are, and we’re grateful for the opportunity to support organizations and causes that make a meaningful difference throughout Louisville.

A huge thank you to Louisville Business First for this recognition and to our team for continuing to make philanthropy a priority. We’re honored to be among such impactful companies in our community!

08/24/2026

Great wealth management is about more than managing investments. Our clients’ financial lives are complex. Tax planning, retirement, estate planning, business decisions, real estate, charitable giving, and investments are often interconnected—and we believe their advice should be, too.

That philosophy is a big part of why Mercer Wealth Management was founded as an independent firm. Independence gives our team the flexibility to think creatively, collaborate with other professionals, and pursue a broad range of solutions based on each client’s individual needs.

Founder & Managing Partner Todd Mercer recently shared more about our approach to wealth management in Louisville Business First.

Read the full article: The Best Advisors Don't Just Manage Wealth. They Solve Complex Problems.

We’re proud of the firm we’ve built and, most importantly, what it allows our team to do for the families and businesses we serve.

Today, investment management is just one piece of the puzzle. For advisors who enjoy solving complex problems, that's an exciting evolution.

08/21/2026

We’re proud to see Rachel giving back to our community through Habitat for Humanity as part of the 40 Under 40 program! 🏠

Being recognized as one of the area’s 40 Under 40 is an incredible accomplishment, and putting that recognition into action through service makes it even more meaningful. We’re grateful for Rachel’s commitment to making a positive impact both professionally and in our community.

08/19/2026

A great day on the course for an even greater cause! ⛳️ We were proud to sponsor the Endometriosis Swinging for Hope Golf Event last month and help support efforts to raise awareness, education, and support for those impacted by endometriosis.

08/18/2026

Yesterday, we said goodbye to our summer intern, Claire! 💙

It has been a pleasure having Claire with us at Mercer Wealth Management this summer. She brought enthusiasm, curiosity, and a willingness to learn to everything she took on. We’re grateful for the time she spent with our team and the contributions she made along the way.

Claire, we wish you all the best as you head into your final year at Bellarmine University. We can’t wait to see all that you accomplish next! 🎓✨

08/14/2026

August 14 is Financial Awareness Day.

For many, that means a reminder to check their bank account. True financial awareness isn’t just about knowing what you have. It’s about knowing what’s possible—and how every decision today shapes tomorrow’s freedom, legacy, and options.

On this Financial Awareness Day, we invite you to reflect:
• Are your assets aligned with your intentions?
• Is your plan built to adapt—not just endure?
• Have you prepared the next generation to carry your vision forward?

If you haven’t revisited your strategy in the last 6 months, now is the time. Let's make awareness actionable.

08/05/2026

Happy 7th work anniversary to our managing director and partner Emmett Cosgrove! Thank you for everything you do - we're grateful to have you as part of the Mercer Wealth Management family. Congrats on this milestone and here's to many more years of success!