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.

INSIGHTS

The Mercury Blog

The Forgotten Client

The Forgotten Client? Over the past several years we’ve seen the estate tax exemptions jump from $1 million per person to now, temporarily, over $11 million per person.  Consequently, many estate planners have seen their practices scale back significantly because...

Importance of Policy Analysis

3 Reasons to Do A Policy Analysis/Review That You Likely Have Never Been Told 1. Almost 2 in 5 policies are “orphaned”. This means they have no one watching over their performance. This is dangerous because life insurance is an asset that needs managing, just like any...

TIME FOR ACTION 

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...