Navigate Retirement With a Team That Understands Your Journey.

Embark on life’s journey with confidence with personalized financial planning crafted exclusively for you.

Tailored Financial Strategies that Last for Generations

Guided by a team of seasoned professionals with over 50 years of combined experience.

At Mercer Partners, we specialize in working with pre-retirees and retirees seeking professional guidance to protect and grow their wealth. Our team understands the complexities of financial planning and is dedicated to helping you navigate each stage of your retirement journey with confidence and clarity. Whether you’re looking to establish your legacy, optimize your income, or preserve your assets, we tailor our strategies to align with your goals—so you can enjoy the life you’ve worked so hard to achieve.

Our comprehensive financial services have you covered from every angle in retirement.

The Mercer 360° Process

Your Vision, Our Guidance

Financial planning is not a static process — it is fluid and dynamic.  As your life changes, your needs and priorities will change too.

We provide ongoing advice to assure we can prepare for the critical financial events in your life with confidence and clarity.

Our proprietary 360° Process is designed to bring all the pieces of your financial life together into one comprehensive plan.

The Mercer Retirement Center

Guided by the Mercer 360° Process, our Retirement Center offers insights, resources, and tools to help you pursue success
and purpose throughout your retirement journey.

Our Core Services

Our advice is designed to help you prepare for the critical events in your life with confidence and clarity.

At Mercer Partners, we recognize that financial planning can feel overwhelming. That’s why our dedicated team is here to simplify the process, empowering you with confidence and unwavering support.
Together, we’ll chart a clear path toward an independent and confident financial future.

Through our proprietary Mercer 360° Process, we’ve developed and refined the following core services:

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
Asset allocation does not ensure a profit or protect against a loss.

Our Mercer Team

Get to know our team and how we can support you along your financial journey.

We apply a team-based approach to our wealth management process and leverage our extensive industry experience to bring perspective, clarity and confidence to our clients’ lives every day. Our collaborative approach ensures that every aspect of your financial plan is thoroughly evaluated and optimized for your unique needs. With Mercer Partners, you gain a dedicated team committed to guiding you through life’s transitions with thoughtful care and expertise.

Don Faul, CFP®

Managing Partner & Wealth Advisor

Nick Enzweiler, CFP®

Senior Partner & Wealth Advisor

Chad Faul, WMCP®

Partner & Wealth Advisor

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification mark CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification mark.

Rebecca Souza

Client Service Associate

Amber McCain

Client Service Associate

Ready To Get Started?

Feeling overwhelmed by financial decisions? Ready to start planning the retirement you want? We’re here to guide you from start to finish.

It all starts with a conversation. Reach out to us today.