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Mercer Advisors - Macon Owner verified
125 Plantation Centre Dr. S Bldg. 400 Macon, GA, 31210Last time updated: 10/2/25, 8:45 AM
About
Since 1998, we have helped individuals and business owners in Central Georgia find the confidence that comes with carefully designed financial plans. Our job is to help you, our clients, achieve your investment goals, so you can be more secure for the future. Whether your first priority is planning for retirement, exit planning for your business, managing a 401(k)-pension plan or creating a tax-efficient estate plan, we can help organize your financial life. Our team combines local expertise with the strength of a national firm to guide your financial journey.
Specializing in comprehensive financial planning which includes investment management, cash flow planning, estate planning, tax planning and preparation, insurance planning, and trust services
Serving over 250+ households with over $490 million in assets under management
We are fiduciaries. Your interests come first.
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Wealth Management Solutions by Mercer Advisors
Frequently Asked Questions
When was Mercer Advisors - Macon founded?
Mercer Advisors - Macon was founded in 1985.
Which days is Mercer Advisors - Macon open?
Open on Monday, Tuesday, Wednesday, Thursday, Friday.
What are Mercer Advisors - Macon 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 - Macon main services?
Financial Planning, Tax Planning & Preparation, Investment Management, Estate Planning, Insurance Solutions, Trustee Services.
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