Mercer Advisors will be celebrating Thanksgiving by closing all offices from Monday, November 23 through Friday, November 27, allowing employees to enjoy time with their families. We will reopen on Monday, November 30. Should you need urgent assistance at any time during the week of November 23, other than the day of Thanksgiving and Friday, […]
Happy Veterans Day to our military and their families, who sacrifice so much to keep our country safe and strong!
We are less than one week away from the elections, and frankly, we’re looking forward to putting this watershed moment behind us. There has been no shortage of commentary in the media, and for background on the elections and what they might mean (or not mean!) we would direct clients to previous articles we’ve posted […]
What a year it has been! Markets hit a new high in February, declined over 30% at the onset of the pandemic, and then went on to stage a dramatic rebound from their March 23 lows with the S&P 500 rallying over 50%. The third quarter again saw the S&P 500 hit new highs. Yet […]
Please join with us in congratulating our Boca Raton colleague Scott Weigel who was married over the weekend to his fiancée Melanie. We wish the couple a lifetime of love and happiness! ❤ Please share your congratulations and best wishes next time you speak with Scott. Best wishes, Scott and Melanie!
Does your favorite nonprofit group sponsor worthy projects in southern Palm Beach County? Here’s a way you can help them do even more to support the community. Impact 100 Palm Beach County is kicking off its grant season for 2020-2021. Several local charities can qualify for funding to support even more high-impact, worthwhile projects in […]
We’re proud to announce that our firm Mercer Advisors was just ranked #7 in Barron’s listing of 2020 Top Independent Advisor Firms! Congratulations to all our colleagues at Mercer Advisors for their hard work and accomplishments in achieving this significant honor. We look forward to continuing to provide clients with the best possible investment and […]
Millions of Americans received stimulus payments of up to $1,200 each to combat the damage done by the COVID-19 pandemic. Recently, researchers checked in with them to ask how they spent the funds. The answers might surprise you, according to financial journalist Kimberly Lankford writing for US News and World Report. The bottom line? Researchers […]
Financial Times has named Mercer Advisors to their elite group of Top 300 Registered Investment Advisors once again! The list singles out Registered Investment Advisors with more than $300 million of client assets under management based on their expertise, credentials and client service. Clients need in-depth and tailored advice more than ever, says the Financial Times, as […]
About Mari Adam, CFP®
Mari Adam, Certified Financial Planner™ and President of Adam Financial Associates Inc, has been helping individuals and families chart their financial futures for twenty five years. Mari has appeared in publications such as Business Week, CBS MarketWatch, Wall Street Journal, Kiplinger’s, Newsweek, and Money Magazine.
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Crystal Corporate Center .
2500 N. Military Trail, Suite 306
Boca Raton, FL 33431