Fiduciary

Mercer Advisors - Portsmouth

Portsmouth, New Hampshire

Call (800) 646-5720 Visit website →

About

Mercer Advisors' Portsmouth office is an independent registered investment adviser that serves individuals and families across New Hampshire through a family office structure combining financial planning, investment management, tax planning and preparation, estate planning, and insurance services. The firm operates as a fiduciary and serves approximately 1,300 clients managing $1.5 billion in assets under management. The management team has worked together for nearly 25 years and maintains deep roots in the local community while providing access to the resources and specialized expertise of a national firm.

Specialties

Firm details

Firm type
Independent RIA
Languages
English
Hours
Sunday: Closed, Monday: 8AM-5PM, Tuesday: 8AM-5PM, Wednesday: 8AM-5PM, Thursday: 8AM-5PM, Friday: 8AM-5PM, Saturday: Closed
SEC registered
No
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