For more than two decades and counting, Mercer Advisors has been proud to call Seattle’s East Side home.
We offer comprehensive wealth management through a family office-like structure, helping clients amplify and simplify their financial lives by bringing together financial planning, investment management, tax, estate, insurance, and more into one integrated offering. We look forward to connecting with you and your family.
Bellevue
Bellevue Offices Fast Facts & Specialties
- Deep experience with: Executive compensation, RSUs, stock options, deferred compensation, and concentrated stock positions.
- Specialized solutions include: Washington estate tax strategies, multi-generational succession planning, philanthropy, services for endowments and foundations.
- Local Chartered SRI Counselor: Advisor knowledgeable in sustainable, responsible, and impact (SRI) investments, alongside environmental, social, and governance (ESG) factors, to support clients with value-based investing.
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Bellevue community and specializes in areas relevant to local residents.
Having been a corporate Chief Financial Officer in my previous career, I find it quite natural to position myself as a client’s personal CFO. I deeply enjoy helping them navigate all aspects of their financial lives.
Just like the unique challenges you encounter on any stunning Pacific Northwest trail, navigating finances requires careful planning and flexibility. I’m passionate about helping clients find clarity and confidence every step of the way.