Mercer Advisors Wealth Management

Jennifer Gustafson _{on Google}

Jun 29th, 2015

They really care about their clients and employees.

Samir Malek _{on Google}

Mar 6th, 2015

Very good service and attention to details.

Liam M. _{on Yelp}

Sep 14th, 2014

The Cook / Gustafson Team has been integral in shaping our family's plans for the future and in growing our assets. They provide terrific service and are well informed, trustworthy advisors. I recommend them highly.

Sam B _{on Google}

Sep 3rd, 2014

We have been with Mercer for over 20 years. We could not ask for better service. They treat you like family and have done really well for our investments. We always look forward to our yearly meetings. I highly recommend Yvonne Woods who is our advisor

Caryn S. _{on Yelp}

Dec 25th, 2018

I'm very disappointed with Mercer's performance - Spent at least 6 hours going over my accounts, monthly cash requirements and end of year distributions.Everything we discussed was ignored and the accounts were 99% invested - leaving no cash to pay bills, nor distribute to make matters worse their timing was just plain lousy buying everything all at once, near the top of the market.When I called about overinvestment, Michael Johns simply said he didn't remember that part of the conversation - but they would sell some of the positions so I could pay my bills.When I moved the cash to the account I needed it in - they sold more in the other account so the cash would be there - no communication nothing.And the account they sold in was the wrong account - clearly my situation was too complicated for Mercer to keep straight.When I decided to de link from them - they liquidated every position they hd set up - again no communication - they just liquidated everything again no communication preceded the liquidation.And of course they sold everything near the bottom of the market locking a 70K loss. And right at the end of the year - who knows what damage they've done to my taxes.If you're a buy and hold kind of investor - these guys are probably fine - but if you have any stock market knowledge and can recognize trend shifts - or multiple accounts serving different purposes - I strongly recommend avoiding Mercer Advisors.