August 2021 Newsletter

BUSINESS
BUSINESSspotlight
MERCER ADVISORS
5613 DTC Parkway, Suite 650
www.merceradvisors.com • 303-768-0007
Monday-Friday 8 a.m.-5 p.m.
Please Note: M.J. Smith & Associates is a tradename.
All services provided by M.J. Smith & Associates
investment professionals provided in their individual
capacities as investment adviser representatives of Mercer
Global Advisors Inc. (“Mercer Advisors”), an SECregistered
investment adviser principally located in
Denver, Colorado, with various branch offices
throughout the United States doing business under
different tradenames, including M.J. Smith & Associates.
Certified Financial Planner Board of Standards, Inc.
(CFP Board) owns the CFP® certification mark, the
CERTIFIED FINANCIAL PLANNER certification
mark, and the CFP® certification mark (with plaque
design) logo in the United States, which it authorizes use
of by individuals who successfully complete CFP Board’s
initial and ongoing certification requirements.
How important is financial security for your overall health and well-being?
Wouldn’t it be amazing if you could have personalized financial
planning to help you create a sense of stability for the future? Mercer
Advisors, a local wealth management and investment management firm,
has a full scope of professionals including Certified Financial Planner
professionals, investment strategists, CPAs, and estate planning attorneys
under one umbrella of services for their clientele. Mark J. Smith, CFP
® ,
CPA/PFS,CIMA is the Senior Wealth Advisor/Director of their
®
Greenwood Village office and he and his staff are devoted to providing their
customers exceptional services from their firm.
Mark founded his own financial planning company in 1983 called
M.J. Smith & Associates. After moving around the Denver area, he finally
located his company within the boundaries of Greenwood Village. “I love
the easy access to world class office space environments and the various
retail and shopping areas located within the Village. It is centrally located
to our clients who are dispersed between Boulder and Colorado Springs.
It also pleases me that it is convenient for my clients who may easily park
directly outside our office building with a quick walk inside,” Mark states.
A year ago, he sold M.J. Smith & Associates to Mercer Advisors. After
speaking with many national firms, Mark chose Mercer Advisors because
they had additional services above and beyond what he had been able to
provide in the past. His current office has a comprehensive oversight/family
office approach to wealth management. Their office provides the following
services to their clientele: investments, retirement planning, tax planning,
estate planning, and risk management/insurance.
Mercer Advisors teaches their clients the art of learning how to stay calm
when times are turbulent. There have been unstable times in the past such
as Y2K, the 911 calamity, the dot com bubble of 2000-2002, the real estate
crisis of 2008-2009, and COVID. Many investors folded because they
panicked during times of stress. The firm has embodied stability and utilizes
a quality-focused portfolio that is meant to endure over a lifetime.
As of June 2021, Mercer Advisors manages over $31 billion of assets and
operates nationally with 45+ locations. They offer a full breadth of financial
planning and investment services to their clients. Mercer has multiple
custodians that it works with for their investment management services
such as Charles Schwab, Fidelity, TD Ameritrade and Raymond James.
Their Greenwood Village office is located at 5613 DTC Parkway, Suite 650
near East Orchard Road and Interstate 25. Their business hours are
Monday through Friday from 8 a.m. until 5 p.m. Visit their website at
www.merceradvisors.com for more information about their services or you
may contact them by telephone at 303-768-0007. If you are interested in
living life and working towards financial independence, the staff at
Mercer Advisors are eagerly awaiting your call! GV
PG. 16 GV NEWSLETTER | AUGUST 2021