Cliftonlarsonallen

Mercer Advisors is a comprehensive wealth management firm based in Albuquerque, NM, dedicated to simplifying the financial lives of families through a unified in-house team of planners, investors, accountants, and estate specialists. With nearly 40 years of experience, they provide tailored solutions, including financial planning, investment management, tax and estate planning, all while acting as a boutique fiduciary focused on the best interests of their clients. Managing over $77 billion in client assets, Mercer Advisors combines intimate service with sophisticated capabilities, supported by a team of 100 investment professionals. Ranked as the #1 Registered Investment Advisor firm in the nation by Barron's, they are committed to building deep and long-lasting relationships with their clients while offering personalized financial strategies tailored to unique needs. Generated from the website

Since 1987, our firm has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning.