At Mercer Wealth Management, we pride ourselves on ‘making things happen for our clients.’ That begins by carefully listening to them talk about their needs and learning about the values that influence their decisions. Then together, we build a path forward for helping them achieve their goals.
As an independent wealth management firm based in Louisville, Kentucky, we work with clients nationwide, including families and individuals, businesses and non-profits. In each case, we focus on our client’s particular needs through a holistic perspective of how to guide them on a smart path towards their financial objectives.
• We are Registered Representatives of Sanctuary Securities Inc. (Member FINRA, SIPC) and Investment Advisor Representatives of Sanctuary Advisors, LLC, an SEC Registered Investment Advisor.
• These two firms are part of the holding company Sanctuary Wealth, and together these entities create the regulatory platform behind Mercer Wealth Management.
For individuals and families, we focus on your short-term lifestyle challenges, like cash flow, savings and tax-efficient investing, as well as your longer-range concerns, from education financing and insurance protection to legacy building and strategic philanthropy.
For corporate, business, and non-profit clients, we serve your organization in support of its mission, providing retirement programs for employees, investment policies for capital preservation, investment strategies for tax mitigation, and other solutions to simplify and streamline your financial situation.
In every relationship, we go the extra mile, providing a level of service that builds trust and confidence, because we genuinely care about our clients.
We define our success by driving their success.
Visit our website to learn more.
Company Details
- Employees
- 11
- Address
- 9300 Shelbyville Rd,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.mercer-wm.com
- Keywords
- Louisville.
- HQ
- Louisville, Kentucky
Mercer Wealth Management Group Questions
Mercer Wealth Management Group's website is http://www.mercer-wm.com
Mercer Wealth Management Group's LinkedIn profile is https://www.linkedin.com/company/mercer-wealth-management-group
Mercer Wealth Management Group has
11 employees.
View email and phone details for 11
employees at Mercer Wealth Management Group.
Mercer Wealth Management Group's industry is
Financial Services
Mercer Wealth Management Group's top competitors are
Captrust,
Upland Private Wealth,
Evans May Wealth,
Ausperity Private Wealth,
Sanctuary Wealth,
Commonwealth Financial Network,
Centerline Wealth Advisors,
Mercer Partners,
Mercer,
Cooke Financial Group.
Mercer Wealth Management Group's categories are Financial Services
