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

Top 5 New Year’s Estate Planning Resolutions

Going into 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 2020, make the decision to SURPASS your 2019...


When we work with clients we like to present options and choices. Generally speaking, doing nothing is not one of our recommendations when it comes to planning matters. When you’re talking about planning for your estate, your business, your charitable intentions,...

Year-End Planning Suggestions

Year-End Planning Suggestions It’s nearing the end of the year and with the recent market drops and volatility getting your clients worried, we have some year-end planning suggestions that can be win-win’s. We can help with innovative planning strategies that can...