iCredit Solutions

Mercer Advisors, formerly known as Lake Point Advisory Group, has served the local area since 2016. We're proud to help families in the Dallas Fort Worth area with their comprehensive wealth management needs. Deep experience with: Deferred compensation plans, equity compensation plans, tax optimization, wealth transfer, divorce financial planning and complex financial planning. Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, navigating family dynamics and providing clarity when complexity arises. Tax optimization planning: An integral part of our process, tax strategy is essential to protecting your lifestyle and legacy.

Mercer Advisors is a leading registered investment advisor firm that specializes in providing comprehensive financial services tailored to families, combining financial planning, investment management, tax, estate, and insurance solutions. With a unified in-house team of over 360 advisors and 100 investment professionals, the firm emphasizes personalized service while prioritizing the best interests of its clients. With nearly 40 years of experience, Mercer Advisors has established itself as a boutique fiduciary with national strength, offering institutional-grade portfolios designed specifically for each client. The firm has been recognized as a top RIA by Barron's and other reputable organizations for its service quality, growth, and innovative financial strategies. Generated from the website