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DISCLAIMER

Mercer Global Advisors, Inc. ("Mercer Advisors") may only transact business in those states or countries in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to its financial planning and investment advisory services. Content contained on or made available through the website or Social Media channels is not intended to and does not constitute legal, tax or investment advice, and no advisory relationship is formed. Mercer Advisors does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment or financial planning advice for compensation, through this website.


Certain information contained herein is derived from sources that Mercer Advisors believes to be reliable; however Mercer Advisors does not guarantee the accuracy or timeliness of such information and assumes no liability for any resulting damages.


For information about Mercer Global Advisors registration status and business operations, please consult the Firm’s Form ADV disclosure documents. The most recent version of our disclosure brochure is available on the SEC’s Investment Adviser Public Disclosure website at the SEC's website adviserinfo.gov.

Mercer Advisors is not a law firm and does not provide legal advice to clients. All Estate planning document preparation and other legal advice are provided through select third parties, with which Mercer Advisors has a contractual relationship. Tax preparation and filing services are provided by Mercer Advisors Tax Services, LLC. Clients will sign a separate agreement when engaging Mercer Advisors Tax Services that defines the services provided and any additional fees that may apply. Insurance products are provided by Mercer Advisors Insurance Services, LLC (MAIS), which places individual life, disability, long term care coverage, and property and casualty coverage through select insurance companies.

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Contact

4400 N. High Street, Suite 201

Columbus, OH 43214

Info@NorthAvenueFA.com

 

Phone   614-210-3948  

Fax    614-798-1523

 

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NorthAvenue Financial Advocates is a tradename. All services provided by NorthAvenue Financial Advocates investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors, Inc. “Mercer Advisors” is a brand name used by several affiliated legal entities owned by Mercer Advisors, Inc., including, Mercer Global Advisors, Inc., an SEC registered investment adviser providing investment advisory and family office services; Mercer Advisors Private Asset Management, Inc., an SEC registered investment adviser providing discretionary investment management services to affiliated private funds; Mercer Advisors Tax Services LLC, a tax services and accounting firm; Heim, Young and Associates, Inc., (MA Brokerage Solutions) a broker/dealer, member FINRA/SIPC; and Mercer Advisors Insurance Services LLC, (MAIS) an insurance agency.   

 

All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER® certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.  

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