Mercer Advisors, Formerly Lake Point Advisory Group

Mercer Advisors is one of the largest independent Registered Investment Advisers (RIAs) in the United States. Founded in 1985, the firm provides a wide range of wealth management services, including financial planning, investment management, retirement planning, estate planning, tax strategy, and insurance services. The company has grown significantly through a combination of organic growth and strategic acquisitions of other advisory firms, such as Lake Point Advisory Group, which it acquired in October 2020. Mercer Advisors' mission is to help its clients achieve "Economic Freedom" through holistic and integrated financial services.