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Mercer Advisors - Lexington Owner verified
3292 Eagle View Lane Suite 290 Lexington, KY, 40509Last time updated: 4/27/26, 8:00 PM
About
We put you first: Our advisors don’t sell proprietary investment products and are focused on serving your best interests, not finding new clients.
Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, as well as navigate family dynamics and other complexities that arise from it.
Extensive experience helping Ford, UPS and GE and other corporate employees manage options and retirement planning as a component of a comprehensive financial plan.
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Wealth Management Solutions by Mercer Advisors
Frequently Asked Questions
When was Mercer Advisors - Lexington founded?
Mercer Advisors - Lexington was founded in 1985.
Which days is Mercer Advisors - Lexington open?
Open on Monday, Tuesday, Wednesday, Thursday, Friday.
What are Mercer Advisors - Lexington 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 - Lexington main services?
Financial Planning, Tax Planning & Preparation, Investment Management, Estate Planning, Insurance Solutions, Trustee Services.
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