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At Mercer Financial Group, we operate as true fiduciaries-meaning every recommendation is made solely in your best interest. With full transparency, objective guidance, and a higher standard of care, we ensure your financial future is supported with integrity and trust.
We act solely in your best interest-no commissions, no product bias, no outside influence. Every recommendation is built around what truly supports your long-term goals.
Your financial plan is always clear and easy to understand. We explain every step, every option, and every decision so you always feel informed and in control.
Our focus is on what benefits you, not what benefits us. Your strategy is shaped by careful analysis, long-term planning, and unwavering accountability.
As fiduciaries, we follow the strictest ethical standards in the industry, ensuring your future is guided with integrity, trust, and complete dedication.
Your journey with Mercer Financial Group begins with a Discovery Session—a no-pressure conversation focused on understanding your goals, values, and financial priorities. You’ll gain clarity on where you stand today and insight into potential strategies, with no obligation and no product sales—just thoughtful, fiduciary guidance.
learn MoreMercer Financial Group helps clients design strategies to help manage future tax exposure, through strategic planning designed to preserve more of what they’ve earned. By coordinating income planning, Roth strategies, investment structure, and tax-efficient solutions, we help minimize long-term tax exposure and increase after-tax retirement income.
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At Mercer Financial Group, your investment portfolio is built with purpose—aligned with your goals, time horizon, and risk comfort through a disciplined, research-driven approach. As fiduciary advisors, we actively monitor and adjust your investments over time to help manage risk, pursue growth, and keep your strategy aligned as markets and life evolve.
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Co-Founder
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Founder
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CEO
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Co-Founder
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CEO
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Founder
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Co-Founder
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Founder
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Co-Founder
Mercer Financial Group helps retirees create reliable, sustainable income by coordinating multiple income sources, managing risk, and designing strategies that support long-term lifestyle needs. Through disciplined withdrawal planning, tax-efficient strategies, and the thoughtful use of income solutions, we provide clarity, stability, and confidence throughout every stage of retirement.
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A Roth conversion can be powerful and increase flexibility in retirement when used thoughtfully. At Mercer Financial Group, we evaluate your income, tax outlook, and long-term goals to determine if a Roth conversion fits your plan.
learn MoreAt Mercer Financial Group, we help clients prepare for longer lifespans by creating strategies that provide more predictable income throughout retirement. Our approach combines risk management, income solutions, and ongoing plan adjustments to provide financial security for the years ahead.
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We help you make informed Social Security claiming decisions by analyzing timing options, income needs, and long-term impacts. Our goal is to maximize lifetime benefits while coordinating Social Security with your broader retirement and income strategy.
learn MoreWe work alongside qualified legal professionals to help ensure your wishes are clearly documented and your assets are transferred efficiently. Proper trust and will planning helps protect your legacy, reduce complications, and provide peace of mind for you and your loved ones.
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Mercer Financial Group helps women create reliable, lifelong income streams tailored to their unique financial needs and life expectancy. Our strategies focus on stability, risk management, and empowering women to feel confident in their financial future.
learn MoreMercer Financial Group helps families plan for the financial needs of multiple generations, balancing support for aging parents with long-term goals. Our approach ensures resources are managed thoughtfully, providing security and peace of mind for both grandparents and children.
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Mercer Financial Group guides clients through thoughtful end-of-life planning to ensure their wishes are honored and their loved ones are protected. Our approach addresses healthcare, finances, and legacy considerations to provide clarity, control, and peace of mind.
learn MoreAt Mercer Financial Group, legacy planning focuses on protecting your wishes and the people and causes you care about most. We help you create a clear, tax-efficient plan that coordinates your assets, beneficiaries, and long-term goals so your legacy is carried out with confidence and peace of mind.
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At Mercer Financial Group, we believe a successful retirement starts with clarity and a plan built around you. Our streamlined process helps you move confidently into the next chapter of life.
We begin by understanding your lifestyle, financial picture, and vision for retirement. Your goals, values, and income needs shape the foundation of your plan.
We build a clear, customized retirement plan that aligns your investments, income sources, tax strategy, Social Security timing, and protection tools to support long-term financial security.
Your plan is put into action—and continuously reviewed. As markets shift and life changes, we update your strategy to help keep your retirement on track and maintain your confidence every step of the way.
Shawn Mercer is an Investment Adviser Representative (IAR) of Wealth Watch Advisors (“WWA”), an SEC-registered investment advisory firm. Registration with the SEC does not imply a certain level of skill or training.
Wealth Watch Advisors’ Form ADV, including Part 2A and Part 2B brochures, and other required disclosure documents are publicly available and may be accessed any time by visiting: Wealth Watch Advisors Disclosures
These documents outline WWA’s services, business practices, fees, conflicts of interest, and additional regulatory information. Mercer Financial Group is not affiliated with Wealth Watch Advisors. Shawn Mercer provides investment advisory services solely in his capacity as an Investment Adviser Representative of WWA. Any other services offered through Mercer Financial Group are separate and distinct from the advisory services offered by WWA.
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Shawn Mercer is an Investment Adviser Representative of Wealth Watch Advisors (“WWA”), an SEC-registered investment advisory firm; SEC registration does not imply a certain level of skill or training. The information on this website is provided for informational and educational purposes only and does not constitute investment, legal, tax, or accounting advice, a recommendation, or an offer to buy or sell securities or advisory services in any jurisdiction where WWA is not properly registered or exempt. All investments involve risk, including possible loss of principal, and are not FDIC insured or guaranteed by any governmental agency.
Wealth Watch Advisors’ Form ADV, including Part 2A and Part 2B brochures and other required disclosures, are available upon request or at the Wealth Watch Advisors Disclosures website. Mercer Financial Group is an independent entity and is not affiliated with Wealth Watch Advisors; advisory services are provided solely through Shawn Mercer in his capacity as an Investment Adviser Representative of WWA, and any other services offered through Mercer Financial Group are separate and distinct from those advisory services.
