Mercer Advisors, LLC - formerly Transitions Wealth Management, LLC

Mercer Advisors is a Denver-based wealth management firm offering comprehensive financial planning, investment management, tax strategy, estate planning, and insurance solutions through a family office structure. Led by CFP-certified principals W. Thomas McNary and Ben Rowse, the firm combines boutique-level personalized service with the resources and expertise of a national firm. They specialize in serving C-suite professionals, entrepreneurs, physicians, engineers, and business owners, with particular expertise in retirement planning, multi-generational succession planning, concentrated stock positions, and special needs planning.