Mercer Advisors:

A Leading Denver, CO Based Independent Advisor

Recently Released!!!
Date Published: July 9, 2020
Summary PowerPoint Deck: 22 Slides
Reference PowerPoint Deck: 51 Slides


Mercer Advisors was founded by Kendrick Mercer in 1985 and is based in Denver, CO. Mercer Advisors has 44 offices & $20.0 billion assets under management. Mercer Advisors is led by its CEO Dave Welling. Its website can be found at www.merceradvisors.com.

This research addresses the key historical phases of Mercer Advisors, including:
  • Early Phase
  • Middle Phase
  • Dave Welling Phase
Its profile includes the key statistics of the company, including its number of offices & assets under management.

Its profile includes detailed outlines of its core services, including:
  • Financial Planning
  • Investment Management
  • Tax Planning & Preparation
  • Estate Planning
  • Corporate Trustee

And its profile concludes with the highlights of its organizational structure & ownership.





































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