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:
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