Mercer Wealth Management LLC

09/14/2026

Happy Grandparents Day! 💙Today, we celebrate the grandparents who share their wisdom, create lasting memories and make a meaningful impact on the generations that follow. Wishing all the grandparents in our Mercer Wealth Management family a wonderful day!

09/11/2026

Happy Birthday, Michael! 🎉 Wishing you a wonderful day filled with plenty of celebration. We’re grateful to have you as part of the Mercer Wealth Management team and hope the year ahead brings you continued success and happiness. Cheers to another great year! 🥳

09/09/2026

Join Mercer Wealth Management for our 2026 Mid-Term Election Seminar! We’ll discuss the potential implications of the election on the economy, markets, and financial landscape, providing thoughtful perspective as we look ahead.

📅 Thursday, October 8 | 6:00–8:00 PM EST
📅 Friday, October 9 | 11:00 AM–1:00 PM EST
📍 Hurstbourne Country Club

Featuring senior leaders from Columbia Threadneedle Investments, Carlyle, and Capital Group.

We hope you’ll join us for this insightful conversation.

RSVP to Maddie Hammann at 502-482-8502 or [email protected].

09/07/2026

Wishing everyone a happy Labor Day! Our offices will be closed Monday, September 7, as we take a day to celebrate and appreciate the hard work of our team and communities. Enjoy the holiday!

09/02/2026

We enjoyed hosting a Direct Indexing Dinner at our office alongside our partners at Nuveen. It was a great evening of meaningful conversation, connection, and insights into the benefits of direct indexing. Thank you to everyone who joined us!

08/31/2026

Last week, our Founder & Managing Partner, Lexie Head, traveled to Sanctuary Wealth’s headquarters in Indianapolis for the kickoff of its collegiate mentorship program in partnership with Indiana University’s Kelley School of Business and Texas A&M University.

This is Lexie’s second year serving as a mentor in the program, and she’s looking forward to getting to know her mentee and supporting her professional growth over the coming months.

The kickoff brought together students, mentors from Sanctuary partner firms, and members of the Sanctuary executive team for a day of learning, networking, and relationship-building. The group wrapped up the afternoon with some friendly competition at Topgolf, followed by a private dinner for the mentors and Sanctuary team.

We’re proud to support opportunities that connect the next generation of professionals with leaders across the wealth management industry!

08/26/2026

We’re proud to share that Mercer Wealth Management was named a 2026 Louisville Business First Partner in Philanthropy honoree, placing 3rd among 10 small companies recognized!

Giving back to our community is an important part of who we are, and we’re grateful for the opportunity to support organizations and causes that make a meaningful difference throughout Louisville.

A huge thank you to Louisville Business First for this recognition and to our team for continuing to make philanthropy a priority. We’re honored to be among such impactful companies in our community!

08/24/2026

Great wealth management is about more than managing investments. Our clients’ financial lives are complex. Tax planning, retirement, estate planning, business decisions, real estate, charitable giving, and investments are often interconnected—and we believe their advice should be, too.

That philosophy is a big part of why Mercer Wealth Management was founded as an independent firm. Independence gives our team the flexibility to think creatively, collaborate with other professionals, and pursue a broad range of solutions based on each client’s individual needs.

Founder & Managing Partner Todd Mercer recently shared more about our approach to wealth management in Louisville Business First.

Read the full article: The Best Advisors Don't Just Manage Wealth. They Solve Complex Problems.

We’re proud of the firm we’ve built and, most importantly, what it allows our team to do for the families and businesses we serve.

Today, investment management is just one piece of the puzzle. For advisors who enjoy solving complex problems, that's an exciting evolution.

08/21/2026

We’re proud to see Rachel giving back to our community through Habitat for Humanity as part of the 40 Under 40 program! 🏠

Being recognized as one of the area’s 40 Under 40 is an incredible accomplishment, and putting that recognition into action through service makes it even more meaningful. We’re grateful for Rachel’s commitment to making a positive impact both professionally and in our community.

08/19/2026

A great day on the course for an even greater cause! ⛳️ We were proud to sponsor the Endometriosis Swinging for Hope Golf Event last month and help support efforts to raise awareness, education, and support for those impacted by endometriosis.