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Mercer Advisors - Kennebunk Owner verified
62 Portland Rd Suite 37 Kennebunk, ME, 04043Last time updated: 4/27/26, 8:00 PM
About
At our Kennebunk office, we’re proud to serve individuals and families across Maine with comprehensive wealth management tailored to your unique financial goals. Whether you’re planning for retirement, managing your estate, or navigating a major life transition, our team combines local expertise with the strength of a national firm to guide your financial journey.
Specializing in financial planning, estate planning, tax planning and preparation, & insurance planning
Serving 1,300+ clients with $1.5 billion in assets under management
We’re proud that our management team has worked together for almost 25 years
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Wealth Management Solutions by Mercer Advisors
Frequently Asked Questions
When was Mercer Advisors - Kennebunk founded?
Mercer Advisors - Kennebunk was founded in 1985.
Which days is Mercer Advisors - Kennebunk open?
Open on Monday, Tuesday, Wednesday, Thursday, Friday.
What are Mercer Advisors - Kennebunk specialties?
Retirement Planning, Living in Retirement, Relocating in Retirement, Divorcing or Divorced, Chronic Health Conditions, Dependents with Special Needs, Dual Career Families, Inherited Wealth, Business Owners, Corporate Executives, Physicians, Dentists, Federal Employees, Women - Primary Breadwinners, Women - Business Owners, Women - Widows, Selling Your Business, Switching Careers, IPOs & Recapitalization, Concentrated Stock, Family Businesses, Pro Athletes, Professional Investors, Generational Wealth Stewards.
What are Mercer Advisors - Kennebunk main services?
Financial Planning, Tax Planning & Preparation, Investment Management, Estate Planning, Insurance Solutions, Trustee Services.
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