On or about January 22, 2026, Mercer Advisors Inc. became aware of a cybersecurity incident involving unauthorized access to certain systems used to store client data. According to the notice, Mercer Advisors promptly began working with leading external cybersecurity experts to investigate the incident and contain the unauthorized activity.
Following its investigation, Mercer Advisors determined on March 25, 2026, that an unauthorized third party obtained certain personal information belonging to some individuals. The company reported that it blocked the unauthorized party’s access to its systems, enhanced security safeguards, and notified law enforcement authorities.
Mercer Advisors Inc. is a wealth management and financial advisory firm headquartered in Colorado which was founded in 1985. It offers comprehensive, fee-based family office services, including wealth management, tax planning, estate planning, and insurance solutions to high-net-worth individuals, families, and institutional clients.
The breach occurred within Mercer Advisors’ internal systems used to store and manage client data.
Following the incident, Mercer Advisors stated it continues to review and strengthen its cybersecurity safeguards and internal security measures to reduce the risk of similar incidents in the future. The firm also began issuing written notification letters to individuals whose information may have been involved and is offering complimentary identity monitoring services.
If you received a data breach notification letter from Mercer Advisors Inc., it confirms that your personal and financial information may have been involved in the security incident.
What information is involved in the Mercer Advisors Inc. Data Breach?
Compromised information may include:
First Name
Last Name
Address
Email Address
Phone Number
Date of Birth
Account Number
Driver’s License Number or other government-issued identification number (such as a passport)
Social Security Number (for certain individuals)
Health Information, in some cases
Tax Information, such as tax returns or tax documents
Access Credentials, such as usernames and passwords
Estate Planning Information, including related documents
Not all categories of information were involved for every impacted individual.
Your Personally Identifiable Information (PII) includes information that can be used to identify you, while sensitive financial and identity-related information increases the risk of identity theft, financial fraud, and other forms of misuse when exposed during a data breach.
Some of the information involved in this incident may also qualify as highly sensitive personal or financial data. When this type of information is compromised, it can be used to commit identity theft, account takeover, tax fraud, or other related crimes.
If your information was involved in this data breach, it is important to closely monitor your financial accounts, credit reports, and statements for suspicious activity. Impacted individuals should also review the information included with their notification letter, including details about enrolling in complimentary credit monitoring, identity theft protection, and identity restoration services.
Consumers may have legal rights when financial services firms fail to adequately safeguard personal and financial information. These rights may vary by state.
If you received a Notice of Data Breach letter related to the Mercer Advisors Inc. incident, your personal, financial, and sensitive information may be at risk.
Contact the Data Breach Attorneys at Emery | Reddy today for a Free Case Review.