Our Clients

At Mercury Financial Group, we work with wealth advisors across the nation to identify effective planning strategies for their high net worth and ultra-high net worth clients. We understand that the wealth management process for affluent clients can sometimes be challenging. That’s why our Planning Specialists work closely with advisors to provide comprehensive wealth management strategies to fit each of their client’s specific needs. When collaborating with Mercury Financial Group, your clients will be provided with the support and expertise needed to deepen relationships by helping your clients achieve their wealth management goals.

Because we focus solely on wealth advisory issues, our Planning Specialists remain knowledgeable in the latest tools and techniques that increase value for your clients in key areas of wealth management such as estate planning, wealth structure, insurance coverage, retirement planning, business planning and charitable giving.

Financial Advisors inspired Mercury Financial Group’s creation when we were founded in 2004. Since then, we have built lasting partnerships with our financial advisor partners and have become their go-to source when their clients need advanced wealth planning.

Major Wall Street Firms know Mercury as a trusted advanced planning source for their high net worth clients. Family Offices, accounting & benefit firms call on us as trusted experts in wealth management strategies customized specifically for high net worth individuals and families, business owners and corporate executives.


The Mercury Blog


And now we take action, right?  What am I talking about?   I’m talking about (finally) taking action on your planning. For the past 2 years we’ve heard countless clients say, “Hey, I get it. I know I need to do my estate planning but I’m not doing anything until I see...

Top 5 New Year’s Planning Resolutions

Going in to the holidays is a good time to start thinking about your New Year's Resolutions.  As the year ends, we reflect on all that we have accomplished.  We should then consider what goals to set for the coming year.  In 2018, make the decision to SURPASS your...

Legacy Plan Assets in Today’s Investment Environment

Expert Dan Mythen, CEP, offers considerations for Legacy Plan Assets in today's investment environment What are the considerations in choosing an asset to pass on to heirs in today's environment? High net worth clients that plan to leave a legacy should consider how...