Mercer Wealth Management Group

At Mercer Wealth Management, we pride ourselves on making things happen for our clients. That begins by carefully listening to them talk about their needs and learning about the values that influence their decisions. Then together, we build a path forward for helping them achieve their goals. As an independent wealth management firm based in Louisville, Kentucky, we work with clients nationwide, including families and individuals, businesses and non-profits. In each case, we focus on our clients particular needs through a holistic perspective of how to guide them on a smart path towards their financial objectives. We are Registered Representatives of Sanctuary Securities Inc. (Member FINRA, SIPC) and Investment Advisor Representatives of Sanctuary Advisors, LLC, an SEC Registered Investment Advisor. These two firms are part of the holding company Sanctuary Wealth, and together these entities create the regulatory platform behind Mercer Wealth Management. For individuals and fam...