Mercury Financial Group is a premier national advisory firm that works exclusively with financial advisors to provide wealth management strategies and insurance solutions to their high net worth clients. Founded in 2004 by Steven T. Taber, ChFC, Mercury Financial Group has earned an enviable position in the industry of being the “go-to” firm advisors choose for their most affluent clients on when they need advanced financial planning strategies. Mercury works with the advisors of top Wall Street firms, Registered Investment Advisory firms (RIAs) accounting firms, and family offices.
Steven T. Taber, ChFC
Our experts are ready to help you serve your clients and grow your business.
Please watch this short video about Mercury Financial Group’s services and expertise.
We have an elite team of experts, our Planning Specialists, who comprise our national Wealth Advisory Group. They work on a local and regional basis to provide hands-on expertise and assistance to financial advisors on advanced planning techniques including life insurance strategies. We help advisors take an otherwise complex process and turn it into a rewarding experience for both the financial advisor and their affluent clients. Our Planning Specialists are solely dedicated to helping financial advisors solve this critical piece of their clients’ financial puzzle.
Today’s financial advisors are challenged with providing complete wealth advisory services and maintaining quality service in their everyday asset management responsibilities. Advisors today must keep up with the ever-increasing complexity and frequency of tax law changes, wealth advisory concepts and sophisticated investment options. It’s a lot to keep track of and that is where Mercury Financial Group stands ready to assist. Because our focus and expertise is solely on wealth advisory issues, we are able to stay abreast of all the latest tools and techniques high net worth clients can employ. We help facilitate the wealth advisory process working with the financial, tax and legal advisors and helping coordinate the process so that everyone works together with the same ultimate goal: implementing a sound, comprehensive wealth advisory plan for these important clients.