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Mercury Financial Group is a premier national advisory firm that works exclusively with successful financial advisors and their high net worth clients on Wealth Advisory issues. Founded in 2003 by Steven T. Taber, ChFC, Mercury has earned an enviable position in the industry of being the “go-to” firm advisors choose for their most important clients on such issues. Mercury works with the advisors of top Wall Street firms as well as other leading national financial institutions. Across the country we have an elite team of experts, our Vice Presidents, who comprise our Wealth Advisory Group. They work on a local and regional basis to provide hands on expertise and assistance to financial advisors on these key issues. We help advisors take an otherwise complex process and turn it into a rewarding experience for both the financial advisor and their clients. Our Vice Presidents are solely dedicated to helping financial advisors solve this critical piece of their clients’ financial puzzle. Today’s financial advisors are challenged with providing complete Wealth Advisory services and maintaining quality service in their everyday asset management responsibilities. Nowadays, advisors must keep up with the ever-increasing complexity and frequency of tax law changes, Wealth Advisory concepts and sophisticated investment options. It’s a lot to keep track of and that is where Mercury stands ready to assist. Because our focus and expertise is solely on Wealth Advisory issues we are able to stay abreast of all the latest tools and techniques high net worth clients can employ. We help facilitate the Wealth Advisory process working with the financial, tax and legal advisors and helping coordinate the process so that everyone is working in concert with the same ultimate goal: implementing a sound, comprehensive Wealth Advisory Plan for these important clients. For more information on our areas of Wealth Advisory expertise, click here. For the location of a Vice President in your area click here. To contact Mercury or Steve Taber please click here.
Copyright Mercury Financial Group 2009
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