Mercer Advisors is proud to help families in San Francisco with their comprehensive wealth management needs. We specialize in handling complex and often sophisticated financial situations for the city’s entrepreneurs, industry leaders, and families with multi-generational wealth.
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 Francisco
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 Francisco Offices Fast Facts & Specialties
- C-suite executives and private company founders: Business leaders have a unique set of needs and challenges. Our team has deep experience addressing them.
- Private market investment: Our institutional-grade investing provides access to otherwise hard-to-reach private investments, for those who qualify.
- Multi-generational wealth management: Our team specializes in helping ultra high-net-worth families manage and preserve their wealth, as well as navigate family dynamics and other complexities that arise.
Meet Our Talented Advisors
Our team is deeply embedded in the San Francisco 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.
YWCA Inspire Luncheon
YWCA’s mission is to eliminate racism and empower women. Mercer Advisors sponsored a table at their annual luncheon, which has earned the reputation “the most powerful non-profit event in the Silicon Valley.”
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