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. 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.
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.