Mercer Advisors, Formerly Lake Point Advisory Group

Mercer Advisors, Formerly Lake Point Advisory Group is a financial advisory firm based in Rockwall, Texas, dedicated to providing comprehensive retirement and legacy planning services to individuals and families.

We specialize in helping clients navigate complex financial decisions, ensuring their assets are protected and aligned with their long-term goals. Our team of experienced professionals offers personalized guidance on estate distribution planning, pension solutions, and the strategic safeguarding of 401(k) and IRA assets.

At Mercer Advisors, we prioritize building strong, trusting relationships with our clients, grounded in uncompromising integrity and a commitment to delivering exceptional service. We are focused on helping our clients achieve financial security and peace of mind, preserving their legacy for future generations. We serve a diverse clientele, including veterans seeking to maximize their benefits and individuals looking to optimize their retirement savings.

Founded in 2002, Mercer Advisors has grown to serve clients across Texas and beyond, consistently demonstrating a dedication to client success and a deep understanding of the financial landscape.