Welcome to Our Kahului Office

Experienced Financial Advisors in Kahului

Kahului Hero

The Maui ohana of Mercer Advisors is proud to offer tailored, professional guidance to a wide range of families, businesses, and high-net-worth individuals throughout the Hawaiian Islands.

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.

Matt Cook
Matt Cook Signature
Matt Cook, CFP®, AEP® Managing Director
Kahului
Ready to get in touch? My team and I are here to help.
Jeff Katz
Jeff Katz Regional Vice President
Kahului

Kahului

33 Lono Avenue
Suite 390
Kahului, Hawaii 96732

Phone: 808.871.1006

Kahului Offices Fast Facts & Specialties

  • Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, navigating family dynamics and providing clarity when complexity arises.
  • High-impact decision making: Our comprehensive approach is especially effective when the stakes are high, at critical financial moments.
  • Private and public market investment: Our institutional-grade investing provides access to all types of markets, for those who qualify.

Meet a Few of Our Talented Advisors

Our team is deeply embedded in the Kahului community and specializes in areas relevant to local residents.

In Our Community

From sharing our knowledge to volunteering to improve our neighborhoods, our local team loves to give back to the community.

Rotary Clubs of Wailuku & Kihei-Wailea
Supporting

Rotary Clubs of Wailuku & Kihei-Wailea

The Rotary Clubs of Wailuku and Kihei-Wailea are dedicated to solving issues and addressing community needs. We have supported their mission through board membership.

Learn more

Keawala'i Congregational Church
Supporting

Keawala’i Congregational Church

Keawala’i Congregational Church is committed to providing resources to our diverse community and uplifting Hawaiian heritage. We support their mission through board membership.

Learn more

Clicking on the above link (if provided) will take you to a third-party site, not affiliated with Mercer Advisors.

Ready to get in touch?
My team and I are here to help.

Regional Vice President, Kahului