Mercer Advisors is a fee-only, independent RIA whose purpose is helping clients achieve economic freedom. Established in 1985 as one of the nation’s first fee-only financial planning firms, Mercer Advisors has a rich legacy of operating exclusively as a fiduciary. As one of the few firms who can deliver on a full-suite of wealth management capabilities, Mercer Advisors helps clients with customized financial planning, investment management, proactive tax planning and preparation, retirement planning, estate planning, and corporate trustee services. Today, Mercer Advisors manages over $16 billion in assets and serves clients in 42 branches across the country.
1837 E. Main St.
Onalaska, WI 54650