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Family Wealth Planning Group

EST. AUM
$500,000,000

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2

CLIENT ACCOUNTS

Firm Details

Metro area Naples
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Overview

Family Wealth Planning Group, now integrated into Mercer Advisors’ North Naples office, provides comprehensive wealth management, tax planning, and estate planning services for high-net-worth families, business owners, and executives. Serving over 200 families with approximately $1.2 billion in assets under management, the firm offers a client-centric model that combines personalized local service with national capabilities across financial planning, investment management, tax, estate, and insurance solutions.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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