Mercer Advisors Launches Investor Education Initiative

SANTA BARBARA, Calif., Jan. 16, 2018 /PRNewswire/ -- Mercer Advisors Inc. ("Mercer Advisors"), a national Registered Investment Advisor (RIA) firm based in Santa Barbara, today announced the launch of a new investor education resource, The Science of Economic Freedom.

This nationwide initiative, anchored by a comprehensive personal finance education portal at www.scienceofeconomicfreedom.com, will provide focused investors with no cost information, tips, guidance, research and access to financial experts to help navigate an increasingly complex financial world. 

With the slew of new tax changes on the horizon, volatile investing markets hitting all-time highs, along with a proliferation of investment products and choices, investors are clamoring for innovative tools to help them make the best decisions for themselves and their families.

"We developed this resource specifically to help raise the knowledge and capability of the investing public," said Dave Welling, CEO of Mercer Advisors. "Our work with thousands of sophisticated investors around the country has shown us that there is a clear need for user-friendly, multi-channel educational resources and support to ensure their long-term financial hopes and dreams."

A weekly podcast series will be a cornerstone to The Science of Economic Freedom initiative.  Built upon time tested philosophies and the latest academic approaches, The Science of Economic Freedom educational podcast series is hosted by well-known personal finance guru and radio personality, Doug Fabian. Fabian has over three decades of experience in helping investors find their next step to achieving their financial dreams and is committed to making a positive difference in their financial lives. The free podcast on financial investing will include time tested wealth management methods from Mercer Advisors' experience spanning more than three decades as a wealth management firm and a pioneer of practicing as a fee-only fiduciary advisor. 

"Achieving your financial dreams and finding peace of mind is 'economic freedom,' and it means something different to every individual and family," Fabian said. "This new initiative is dedicated to educating the American public on how to be better stewards of their money through the science-based, technical expertise of Mercer Advisors."

The Science of Economic Freedom educational portal consists of a regular podcast hosted by Fabian on timely investing and personal finance topics, along with engaging articles, regular newsletter, research tools, special reports and access to Wealth Coaching from Mercer Advisors.

"Now more than ever, investors need to make sense of their financial resources and put in place plans to optimize their finances so that they can enjoy economic freedom," Welling said. "It is our mission with the launch of this new initiative to be the go-to resource for investors. We will continue to invest and expand the program so it fulfills that promise." Welling added, "It's our way of giving back to investors and to provide easy access to straightforward practices that can fundamentally improve their opportunity for financial success."

To learn more, visit The Science for Economic Freedom website at www.scienceofeconomicfreedom.com.

About Mercer Advisors
Established in 1985, Mercer Advisors Inc. is a total wealth management firm that provides comprehensive, fee-only investment management, financial planning, family office services, retirement benefits and distribution planning, estate and tax planning, asset protection expertise, and corporate trustee and trust administration services. Mercer Advisors is the parent company of Mercer Global Advisors, one of the largest Registered Investment Advisors and financial planning firms in the U.S. with $11.6 billion in client assets and 7,800 clients. Headquartered in Santa Barbara, California, Mercer Advisors is privately held, has over 200 employees, and operates nationally through 26 branch offices across the country. For more information, visit www.merceradvisors.com.

Data as of January 16, 2018.  Includes AUM, client, and personnel statistics from Kanaly Trust, a wholly owned subsidiary of Mercer Advisors.

Contact: Chris TofalliChris Tofalli Public Relations, LLC
914-834-4334

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SOURCE Mercer Advisors