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Mercer Advisors - Colorado Springs Owner verified
1755 Telstar Drive 3rd Floor Colorado Springs, CO, 80920Last time updated: 4/27/26, 8:00 PM
About
Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others.
Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions.
We're proud that nearly half of our client-facing team firm-wide are women.
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Wealth Management Solutions by Mercer Advisors
Frequently Asked Questions
When was Mercer Advisors - Colorado Springs founded?
Mercer Advisors - Colorado Springs was founded in 1985.
Which days is Mercer Advisors - Colorado Springs open?
Open on Monday, Tuesday, Wednesday, Thursday, Friday.
What are Mercer Advisors - Colorado Springs 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 - Colorado Springs main services?
Financial Planning, Tax Planning & Preparation, Investment Management, Estate Planning, Insurance Solutions, Trustee Services.
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