Mercer Wealth Management LLC

Home
United States
Louisville, KY
Mercer Wealth Management LLC

Please see mercer-wm.com for important related disclaimers.

Mercer Wealth Management, based in Louisville, Kentucky, is an independent wealth management firm, founded to deliver a higher level of personalized service to clients.

05/30/2026

Join us in wishing Andrew Miller a happy birthday! Another year older, wiser, and better at what you do every single day. We hope you have the best birthday!

05/29/2026

Happy National 529 Day! 📚 A strong future starts with thoughtful planning. National 529 Day is a great time to revisit education savings goals.

05/25/2026

The markets are closed today in observance of Memorial Day. Today we pause to remember and honor those who served and sacrificed for our country. Wishing everyone a meaningful Memorial Day.

05/21/2026

Our partners spent a great deal of time thoughtfully developing the core principles of Mercer Wealth Management - values that reflect who we are, what we stand for, and how we serve others everyday.

We also wanted those principles to create something meaningful and memorable. Earlier this week, we installed our GUIDE values in the office as a daily reminder of the standards that guide our team and culture.

GUIDE stands for:
⭐ Generous
⭐ United
⭐ Inquisitive
⭐ Disciplined
⭐ Excellence

These principles shape the way we work, collaborate, and care for our clients and community every day.

05/20/2026

Proud to sponsor the Ronald McDonald House Louisville Bell Celebration! We are honored to support this organization and celebrate the moments that matter most! 🔔❤️

05/16/2026

Join us in wishing Michael a Happy 2nd Work Anniversary! We appreciate your dedication, collaboration, and all the ways you help make our workplace better everyday. Cheers to another year of success!

05/12/2026

At the end of April, Lexie attended the Women Advisors Summit in New York City! Top advisors and nominees from our Advisors to Watch ranking came together for an inspiring few days of networking, collaboration, and industry discussion. We’re proud to see Lexie representing our team among such accomplished professionals.

05/10/2026

Happy Mother’s Day! We want to especially wish a Happy Mother’s Day to the moms on our team – Wendy, Lexie, & Jessy – and all our clients that are Moms, Step-Moms, Godmothers, and Mother Figures! We hope it’s a wonderful day.

05/06/2026

It's Teacher Appreciation Week, we’re celebrating the incredible educators in our community! 🍎 Thank you for the impact you make every day—inside and outside the classroom. We appreciate you!

05/05/2026

Some of the team made it to Churchill Downs last week for the 152nd Derby! Big hats were worn, bets were placed, and fun was had!

Address

7511 New La Grange Road
Louisville, KY
40222

Website

http://www.mercer-wm.com/

Alerts

Be the first to know and let us send you an email when Mercer Wealth Management LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Mercer Wealth Management LLC: