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Mercer Advisors - Chicago

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Financial Planner in Chicago

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330 N Wabash Ave. Office 24-115 Chicago IL, 60611

(888) 920-1320

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General Description

For over 25 years, Mercer Advisors has been a trusted financial advisor in Chicago, helping individuals and families build and protect their wealth with confidence. Our experienced local team—featuring CFP®, CDFA®, and MBA professionals—delivers personalized wealth management and retirement planning strategies tailored to your unique goals. Whether you're planning for retirement, growing your portfolio, or navigating complex financial decisions, we’re here to help you achieve financial peace of mind in every stage of life. Local footprint: We have advisors sitting in the heart of Chicago and the surrounding areas including the Western suburbs all the way up to the North Shore. Specialized solutions include: Illinois estate tax strategies, strategies for reducing income tax, and multi-generational succession planning. Complex family dynamics: Our team has extensive experience working with widows/widowers, clients navigating divorce or other life transitions, as well as parents of special needs children.


Business Hours

Sundayclosed
Monday08:00 AM05:00 PM
Tuesday08:00 AM05:00 PM
Wednesday08:00 AM05:00 PM
Thursday08:00 AM05:00 PM
Friday08:00 AM05:00 PM
Saturdayclosed

Location & Map


Mercer Advisors - Chicago
330 N Wabash Ave. Office 24-115
Chicago, IL 60611
(888) 920-1320
Driving Directions

(309) 663-6963

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