For over 20 years, our team of San Diego-based CFA® and CFP® professionals has proudly offered tailored guidance to a wide range of families and businesses with complex financial situations.
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.
San Diego – Sorrento Valley
San Diego – Sorrento Valley
5348 Carroll Canyon Rd.
Suite 200
San Diego, CA 92121
Phone: 858.750.4209
Stronger Together
Mercer Advisors understands the importance of joining forces with impressive local advisory firms. Together, we can provide clients with a greater breadth and depth of services and value—and, most importantly, keep our promises to them.
We’ve worked hard to retain some of the best aspects of a local boutique firm: white-glove service that comes from an intimate understanding of our clients’ families, lifestyles, situations, and needs. We combine this with the type of resources, specialized personnel, and risk mitigation of a national firm.
San Diego – Sorrento Valley Offices Fast Facts & Specialties
- Multi-generational planning: Our team specializes in helping families manage and preserve their wealth, as well as navigate family dynamics and other complexities that may arise.
- Strong local presence: San Diego is home to many Mercer Advisors advanced planning specialists including investments, trust services, and tax.
- Private market investment: Our institutional-grade investing provides access to otherwise hard-to-reach private investments, for those who qualify.
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the San Diego – Sorrento Valley community and specializes in areas relevant to local residents.
As a San Diego native, I cherish the opportunity to guide members of my community through every step of their financial journey.
More than the dollars, our financial resources represent how we spend our time and lifestyle. Our advisor-driven planning around taxes, investments, and cashflow can help maximize your lifestyle, so you spend time doing more, and worry about money less.
Guiding clients through each stage of their financial journey and helping them make informed decisions is incredibly rewarding. I’m fortunate to be part of Mercer Advisors, where delivering this level of dedication and support is our top priority.
In Our Community
From sharing our knowledge to volunteering to improve our neighborhoods, our local team loves to give back to the community.
San Diego Humane Society Walk for Animals
Mercer Advisors partners with the local humane society to help animals in need.
San Diego Food Bank
The San Diego Food Bank supports over 400,000 people each month. Every year, we support their mission with a food drive to help our local community.
Clicking on the above link (if provided) will take you to a third-party site, not affiliated with Mercer Advisors.