Financial Advisors
Denver, CO
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.
Ideal for: C-suite executives, entrepreneurs, business owners, physicians, engineers, women business owners, retirees with complex estates
Service area: Denver, Greenwood Village, and surrounding Colorado and Wyoming areas
Family Office Structure: Integrates financial planning, investments, tax, estate, and insurance into one coordinated strategy rather than siloed services.
Specialized Expertise: Deep experience with concentrated stock options, multi-generational succession planning, divorce transitions, and dependents with special needs.
Local + National Resources: Retains white-glove boutique service with intimate client understanding while providing specialized personnel and risk mitigation infrastructure of a larger firm.
Address: 4600 S Ulster St Suite 1050, Denver, CO 80237
Phone: (303) 221-4867
Website: transitionswm.com
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