About Us

 

Mercury Financial Group icon

Mercury Financial Group is a boutique firm comprised of the best our industry has to offer.  We help our clients achieve their family’s financial dreams.  And our Planning Specialists work closely with the client’s Financial Advisor to help ensure these dreams are achieved. Our Specialists are elite, credentialed consultants who lead the industry in planning expertise and solutions.

Mercury works & partners with the major Wall Street based firms as well as Family Offices, RIA’s & accounting firms.  By partnering with Mercury Financial Group, advisors access an array of sophisticated planning strategies via our elite Planning Specialists.  We significantly increase value in key areas of wealth management such as estate planning, estate structure, insurance, business planning and charitable giving.

Photo of Steve Taber, ChFC, CEO and Founder of Mercury Financial Group
Steven T. Taber, ChFC
CEO

Contact Us

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.

Our elite team of experts, our Planning Specialists, work on a local and regional basis to provide hands-on expertise and assistance to financial advisors & clients to help them achieve their dreams.  Our focus is primarily on advanced planning techniques which can also include sophisticated life insurance strategies. The overwhelming feedback we get from Advisors and clients is that our unique process is a rewarding experience which, at the end of the day, gives clients peace of mind.

Today’s financial advisors are challenged with providing complete wealth advisory services while 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 stands ready to assist.

Because our focus and expertise are solely on wealth advisory issues, we are able to stay abreast of all the latest strategies and techniques high net worth clients can employ. Our unique approach is to work in concert with the financial, tax and legal advisors to help coordinate the planning process so that everyone works together with the same ultimate goal: helping clients achieve their dreams now and for the generation to come.