🌟 Intern Spotlight We're pleased to introduce Miracle Okoli, one of our wealth management interns! Miracle plays a vital role in ensuring the onboarding, management, and transfer of clients. He works closely with the financial planning team to analyze clients' financial positions and design plans that align with their personal goals and aspirations. Miracle's career goals include building long-lasting relationships in the industry, learning from professionals both within and outside his team, and engaging in thought-provoking projects.
Mercer Advisors
Financial Services
Denver, Colorado 20,560 followers
A family office for your family.
About us
Are you looking to amplify and simplify your financial life? For nearly 40 years, Mercer Advisors has been doing just that for families across the country by integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. With Mercer Advisors, you’ll benefit from a unified in-house team, a hand-picked advisor, an institutionalized-grade portfolio, and an independent national fiduciary legally obligated to always act in your best interest. Learn more about Mercer Advisors – a family office for your family.
- Website
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http://www.merceradvisors.com
External link for Mercer Advisors
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- Denver, Colorado
- Type
- Privately Held
- Founded
- 1985
- Specialties
- Holistic Wealth Management, Financial Planning, Family Wealth Office, Investment Management, Risk Management, Asset Protection, Estate, Tax and Legacy Planning, and Retirement Plan Design and Administration
Locations
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Primary
1200 17th St
Denver, Colorado 80202, US
Employees at Mercer Advisors
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David R Jennings
Strategic leader with 20+ years managing UX/UI design teams. Passionate about delivering products to delight users with impactful product and UI…
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Will Rockett, CFA
Investment Strategist Team Leader | Financial Advisor Education | Alternative Investments | Adjunct Professor
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Kenny Landgraf
Client Advisor at Mercer Advisors at Mercer Advisors
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Stacy Orff
Vice President, Platform Marketing at Mercer Advisors
Updates
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Whether you and your significant other have been together for a short period of time or many years, managing your finances should be a priority to help avoid conflicts and foster a supportive relationship. Share your approach!
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With the election season in full swing, it's easy to let political emotions sway your investment decisions. But does the data really show that one party is better for markets than the other? Discover what the historical data says about market performance during election years and why staying informed and diversified is key. Read insights from our Chief Investment Officer Donald Calcagni and get valuable insights on navigating investments during this political climate.
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Everyone always asks, "How much do I need to retire?" But the real question should be, "How much is enough for you when considering retirement?" Retirement planning is deeply personal and varies for each individual. It's not just about the numbers; it's about envisioning the lifestyle you want to maintain, the activities you wish to pursue, and the financial security that gives you confidence. At Mercer Advisors, we understand that retirement planning isn't one-size-fits-all. Whether you dream of traveling the world, spending more time with family, or simply enjoying a relaxed, stress-free life, our advisors are here to help you craft a plan tailored to your unique goals and aspirations. Take the first step towards your personalized retirement plan today. Contact us to learn more about how we can help you achieve the retirement of your dreams, https://buff.ly/4859MXx
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🔍 Did you miss our Q3 Market Outlook webinar? If you weren’t available for our market update with Mercer Advisors Chief Investment Officer Donald Calcagni, watch the replay here to catch up: https://buff.ly/46tODHp
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🌟 Intern Spotlight Meet Amir Moustafa, one of our wealth management interns at our McLean office! This summer, Amir has supported our team by conducting research and applying strategies to streamline and complete projects. Working closely with advisors and client service specialists, he is dedicated to learning the fundamentals of the business. Amir aims to form strong relationships with his coworkers and absorb as much as he can during his internship. After graduation, Amir hopes to return to Mercer Advisors to work in the Portfolio Consulting Group, where he can further explore his passion for investing.
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Since the odds are high that most women will likely become single at some point in their lives, even if currently married, it’s crucial to understand your finances. What can you do to empower yourself if you’ve become, or could become, solely responsible for your finances? And how can you feel confident in managing this critical part of your life? Taking proactive steps now can provide reassurance in times of stress. Read more from Kimberly Foss on how to navigate financial independence and prepare for life-changing events.
Financial Advice for Suddenly Single Women: How to Feel Empowered
https://www.merceradvisors.com
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Donald Calcagni reacts to the Fed signaling interest rate cuts in September, amid easing inflation and an uptick in unemployment. Check out the full piece in Reuters: https://buff.ly/3YuKi52
Stocks rise; yields, dollar lower as Fed signals rate cut
reuters.com
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A well-diversified target portfolio is the goal but takes a thoughtful approach to achieve it. Consider these methods to help reduce concentrated risk in a diversified portfolio.
The Role of Concentrated Positions in a Well-Diversified Portfolio
https://www.merceradvisors.com
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Over the past few weeks, the U.S. stock market has gone through an abrupt rotation out of the largest capitalization tech stocks and into small cap stocks. Read below to learn why this is happening now and what investors should do.
The Great Rotation: Insights From Our CIO
https://www.merceradvisors.com