Martin Terry

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.

As a Personal Financial Representative in Palatine, I’ve gotten to know many local families. I understand that when it comes to preparing for your financial future, each person’s needs are unique. That’s why when you contact me at my Palatine office, you’ll receive personalized service based on your needs. I look forward to helping you prepare a strategy to achieve your financial goals. From education to retirement, my ongoing priority is to help you to create a financial strategy to achieve the peace of mind that you deserve.