Mercer Wealth Management LLC

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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.

10/20/2026

It's that time of year again! The holiday season is a time for giving, and we’re proud to support Ronald McDonald House Charities of Louisville as they help families stay close when it matters most.

You can help make the holidays a little brighter by donating items from their 2026 Holiday Wish List. From pajamas and slippers to toys and gift cards, every contribution helps bring comfort and joy to the families they serve.

Donations are requested at our office by December 13th!

Please reach out if you have any questions ([email protected]).

10/19/2026

One of the most meaningful moments of this year’s Oasis conference came during the closing awards ceremony.

Mercer Wealth Management was honored to receive a charitable contribution from Sanctuary Wealth benefiting Ronald McDonald House Charities of Kentuckiana, recognizing our team’s community involvement throughout the 2025–2026 year.

Supporting organizations that make a meaningful difference in our community is an important part of who we are as a firm, and Ronald McDonald House holds a special place in our hearts.

We’re grateful to Sanctuary Wealth for celebrating not only the work firms do for their clients, but the impact they strive to make beyond the office as well.

10/16/2026

Thank you to everyone who joined Mercer Wealth Management for our 2026 Mid-Term Election Seminar!

We appreciated the opportunity to bring together thoughtful perspectives on the historical relationship between midterm elections, public policy, and financial markets, and what these trends may mean for long-term investors.

A special thank you to our featured speakers, Jason Vaillancourt, Will Kinzel, and Lance Owens, for sharing their expertise and insights during our panel discussion.

We’re grateful to everyone who participated in this engaging discussion and look forward to continuing these important conversations.

10/13/2026

🎉 Happy Birthday to our Founder and Managing Partner, Todd Mercer!

Today, we celebrate Todd and the leadership, dedication, and vision he brings to Mercer Wealth Management. Wishing him a wonderful birthday and a year ahead filled with happiness and success! 🎂

10/12/2026

Happy National Savings Day!

Small steps today can make a big difference in your financial future. From setting savings goals to reviewing subscriptions and gradually increasing your contributions, a few simple habits can help you build a stronger financial foundation over time.

What’s one savings habit you can start today?

10/09/2026

Last week, members of the Mercer Wealth Management team joined colleagues from across Sanctuary Wealth at Oasis, its annual national conference.

This year’s theme, “What’s Next,” challenged us to think about the forces shaping the future of our industry—and how we can continue evolving to better serve our clients. Sessions explored everything from AI and emerging technology to the space economy, changing markets, and a broader approach to client advice that considers health, wellness, and aging.

We were especially proud to see two members of our own team take the stage. AVP and Senior Client Services Associate Wendy Staudenheimer joined a panel on the strategic influence of client operations, while Todd Mercer shared a powerful story of perseverance and resilience during Sanctuary Voices.

We also heard perspectives from former CIA Director and Secretary of State Mike Pompeo and closed out the conference with an engaging market update from Mary Ann Bartels.

A few days filled with new ideas, meaningful conversations, and plenty to bring home as we continue thinking about what’s next—for our firm, our industry, and the families we serve.

10/07/2026

Last Chance to RSVP!

Don’t miss our Midterm Election Seminar tomorrow and Friday. Join us for an informative discussion on what the upcoming elections could mean for the economy, markets, and your financial plan.

Reach out to Maddie Hammann ([email protected]) to RSVP.

10/05/2026

We’re proud to congratulate Rachel Bratcher on her promotion to Wealth Advisor following the completion of Mercer Wealth Management’s three-year Associate Wealth Advisor Training Program!

Over the past three years, Rachel has completed an extensive development program designed to build expertise across financial planning, investment management, client relationships, and the many complexities that come with advising families through important financial decisions.

Rachel’s commitment to learning, thoughtful approach to serving clients, and dedication to our team have been evident throughout every stage of the program. We’re excited to celebrate this well-earned milestone and look forward to watching her continue to grow in her career as a Wealth Advisor.

Please join us in congratulating Rachel!

10/02/2026

Our event is next week, let us know if you can make it!

10/01/2026

Open Enrollment is here! 🩺

Healthcare coverage and costs can change from year to year, making an annual review an important part of your financial plan.

Through our trusted partners at Move Health, Mercer Wealth Management clients can complete a HealthPlanning Analysis to review their healthcare coverage and explore available options.

📅 Medicare: October 15 – December 7

📅 Marketplace: November 1 – January 15

Medicare appointment availability is limited, so we encourage clients to schedule early.

Reach out to our team to learn more!

Address

7511 New La Grange Road
Louisville, KY
40222

Website

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

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Next Level Tax Resolution
240 Blossom Park Drive, Suite 3, Georgetown

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