Mercer Wealth Management LLC

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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.

07/15/2026

The halfway point of the year is the perfect time to revisit your financial plan.

Our Mid-Year Market Financial Checklist highlights key areas to review—from investment performance and tax planning to cash flow, estate planning, and long-term goals—to help keep your strategy aligned with what matters most.

If you have questions about your financial plan, we're here to help!

07/14/2026

Here's to the start of summer! ☀️ Wishing everyone a season filled with sunshine, new adventures, and time to recharge. Happy Summer from all of us at Mercer Wealth Management!

07/10/2026

Thrilled to share that Jessy Csoka passed the FINRA SIE exam! This exam dove into the absolute foundations of the financial world, covering everything from the inner workings of capital markets and investment products to regulatory frameworks and industry ethics. Taking this on gave her a much stronger grasp of how risk, trading, and compliance intersect to keep the markets moving. Congrats Jessy, we are so proud of you!

07/09/2026

Mercer Wealth Management was honored to serve as a Golf Cart Sponsor and participate in the Ronald McDonald House Charities Golf Scramble. Supporting an organization that helps families stay close when it matters most is truly a privilege. Thank you to everyone who made this special event a success—we are proud to support such an incredible organization and the families it serves.

07/07/2026

Join us in celebrating one of our founders, Todd Mercer’s 34th Work Anniversary! Over the past 34 years, your leadership, integrity, and unwavering commitment have helped shape Mercer Wealth Management into the firm it is today. Thank you for your vision, mentorship, and dedication to our clients and team. Congratulations on an incredible milestone! 🎉

07/05/2026

Please join us in wishing our Executive Assistant, Maddie, a very Happy Birthday! 🎉 We’re grateful for all that she does and hope she has a fantastic birthday filled with celebration!

07/03/2026

As America celebrates 250 years, we honor the spirit of freedom, perseverance, and the opportunities that continue to shape our future.

From all of us at Mercer Wealth Management, thank you for allowing us to be part of your financial journey.

Please note that our office will be closed on Friday, July 3, in observance of Independence Day. We will resume normal business hours on Monday, July 6.

Have a safe and wonderful Fourth of July!

07/01/2026

Congratulations to Rachel on passing her HS 331: Insurance Planning Exam! This exam teaches financial professionals how to help protect clients’ financial lives—not just grow their assets but help safeguard them when the unexpected happens. We are so proud of you!

06/25/2026

Happy Birthday to one of our founders, Lexie! Thank you for your vision, leadership, and the impact you make every day. Wishing you a fantastic year ahead!

06/22/2026

Please join us in wishing Rachel happy birthday! Hope your day is filled with lots of laughter, great memories, and everything that makes you smile. Wishing you a fantastic year ahead!

Address

7511 New La Grange Road
Louisville, KY
40222

Website

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

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