Helping successful financial professionals meet the unique planning needs of their high net worth clients

Our Services

Mercury Financial Group is a premier national advisory firm that works exclusively with financial advisors and their high net worth clients to provide wealth planning strategies.

 

Firm Overview

Founded in 2004 by Steven T. Taber, ChFC, Mercury has earned an enviable position in the industry of being the “go-to” firm advisors choose for their most important clients on such issues.

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Expertise

Mercury Financial Group provides expert consulting on Estate Planning, Retirement Strategy, Business Succession Planning, Charitably Giving, Insurance Analysis and more.

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Our Team

Our Wealth Advisory Group is truly an elite group of some of the finest experts our industry offers with unparalleled Wealth Advisory planning experience and expertise.

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