Mercer Advisors, Inc. (“Mercer Advisors”), a national wealth management and financial planning firm, today announced the launch of Mercer Advisors Philanthropic Services, a dedicated in-house team that helps clients define their charitable goals and translate them into thoughtful, actionable giving strategies integrated with their broader financial, tax and estate planning. The new offering is available now to clients in Mercer Advisors’ Ascend & Regis service levels, designed for families with $10 million and $25 million or more in assets, respectively. Together, these high and ultra-high-net-worth segments are the fastest-growing part of the firm’s business, with 20% organic growth in the last year.

“Many of our wealthiest families are deeply charitable and focused on maximizing the good they can do in their communities and beyond,” said Daniel Gourvitch, President of Mercer Advisors. “Philanthropic giving is a core focus of their Mercer Advisors family office. Our aim is to deliver the same rigorous approach that has typically only been available within the most sophisticated family foundations to a broader range of families. We’re building it into the same relationship that manages their investments, taxes and estate plans — while respecting that each family must define for itself what it wants to accomplish with giving.”

For many families, charitable giving remains disconnected from the rest of their financial lives, often driven by ad hoc requests or year-end decisions rather than a defined strategy. Giving can also create additional administrative work while leaving families with limited insight into organizations beyond their immediate networks. Mercer Advisors Philanthropic Services addresses those challenges through a structured process that spans the entire giving lifecycle, with a giving policy statement, giving action plan, and periodic giving reviews.

Philanthropic Services is available initially to Mercer Advisors’ Ascend and Regis clients at no additional cost and with no minimum giving level. The team, led by Eleonora Sharef, Head of Philanthropic Services, works directly with clients alongside their existing financial advisor.

“Once ultra-high-net-worth families feel confident in their financial plan, the conversation often turns to giving and legacy,” said Jon Kennedy, Managing Partner of the Regis Group at Mercer Advisors. “With the right planning, clients may find they have greater capacity to give than they realized — and to do so in ways that reflect their values, engage their families and shape the legacy they want to leave. Now advisors can bring a dedicated philanthropic specialist into that conversation while staying at the center of the relationship and keeping giving connected to the rest of the plan.”

Sharef was previously a partner at McKinsey & Company, where she led the North America Wealth Management Practice and identified a gap in how clients experienced philanthropic advice — an insight shaped in part by her earlier experience as a venture-backed startup founder. She brings analytical rigor and a passion for making giving both impactful and joyful.

The launch reflects Mercer Advisors’ continued investment in deepening the services available within its “family office for your family” service model.

About Mercer Advisors

Mercer Global Advisors, Inc. was named the #1 ranked RIA firm in the nation for the last three years by Barron’s Top 100 Registered Investment Advisor Firms rankings. It is also distinguished as the Best Overall Financial Advisory Firm for High-Net-Worth Individuals 2026 by The Wall Street Journal Buy Side. Founded in 1985, Mercer Advisors has been trusted to help families amplify and simplify their financial lives. The company offers comprehensive, fee-based family office services, including financial planning, estate and tax planning, insurance solutions, and corporate trustee and trust administration services. Mercer Advisors is majority owned by Oak Hill Capital, Genstar Capital, Altas Partners and GIC. Mercer Global Advisors Inc. is headquartered in Denver, Colorado, is privately held, has 1880+ employees, and operates nationally through more than 120 locations. Mercer Global Advisors has $114 billion in client assets. For more information, visit merceradvisors.com and partnerwithus.merceradvisors.com/.

Important Information

Company statistics as of September 30, 2026. Client assets refers to client assets under management (AUM) and client assets under advisement (AUA) as well as assets gained from recent acquisitions where the advisory agreements have been properly assigned to Mercer Global Advisors, but the custodial accounts have yet to be transferred and/or the accounts have yet to be migrated to Mercer Global Advisors’ portfolio management system.

“Mercer Advisors” is a brand name used by several affiliated legal entities owned by Mercer Advisors, Inc., including, Mercer Global Advisors, Inc., an SEC registered investment adviser providing investment advisory and family office services; Mercer Advisors Private Asset Management, Inc., an SEC registered investment adviser providing discretionary investment management services to affiliated private funds; Mercer Advisors Tax Services LLC, a tax services and accounting firm; Heim, Young and Associates, Inc., (MA Brokerage Solutions) a broker/dealer, member FINRA/SIPC; and Mercer Advisors Insurance Services LLC, (MAIS) an insurance agency.

Mercer Advisors Tax Services LLC offers Philanthropic Planning and Action Plan Services through Mercer Advisors Philanthropic Services. Mercer Advisors Philanthropic Services provides philanthropic planning and action plans designed to help clients develop charitable giving strategies aligned with their personal values, objectives, and philanthropic interests. Philanthropic planning assists clients in defining charitable goals, developing giving frameworks, and identifying potential charitable organizations that may align with client-defined criteria. Philanthropic Planning service is educational and consultative in nature and is intended to assist clients in making their own charitable giving decisions.

Mercer Advisors is not a law firm and does not provide legal advice to clients. All Estate planning document preparation and other legal advice are provided through select third parties, with which Mercer Advisors has a contractual relationship. Tax preparation and filing services are provided by Mercer Advisors Tax Services, LLC. Clients will sign a separate agreement when engaging Mercer Advisors Tax Services that defines the services provided and any additional fees that may apply. Insurance products are provided by Mercer Advisors Insurance Services, LLC (MAIS), which places individual life, disability, long term care coverage, and property and casualty coverage through select insurance companies. Trustee services are offered through select third parties with which a client would sign an additional agreement, and additional fees may apply.

2026, 2025 and 2024 – Barron’s Top 100 RIA methodology

Mercer Global Advisors, Inc. was ranked #1 for non-mega RIA firms. Advisers who wish to be ranked fill out a 100+ question survey about their practice. Barron’s verifies that data with regulatory databases and then Barron’s applies their rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice. In each of those categories Barron’s does multiple sub calculations including asset type, growth, client retention, technology spending, succession planning, diversity of their teams, charitable and philanthropic work and compliance records. The rankings are awarded each September based on prior 12-month data through June 30th. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s for logo licensing.

2026 Wall Street Journal Buy Side – Best Overall Firm for High-Net-Worth Investors

Buy Side analyzed some of the largest and best-known independent registered investment adviser (RIA) firms and scored those firms based on their fees, advisor credentials, customer support, available services, portfolio construction and account minimum. These factors were weighted based on WSJ reader surveys regarding what they considered most important when choosing an advisor. Prioritized, were firms that have a client base of 50% or more HNWIs according to their most recent Form ADV filing. To be considered a top financial advisor for high-net-worth individuals, a firm has to offer comprehensive wealth management services. Firms were rated on a scale of 1 to 5 stars using a weighted scoring model out of 100 possible points. A 5-star rating represents top performance relative to the field, rather than a requirement to achieve a theoretical perfect score of 100.

Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology. No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.

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