Mercer Advisors is proud to help families in Los Angeles with their comprehensive wealth management needs. With a local team of CFP® professionals, we provide tailored guidance to a wide range of families, businesses, and high-net-worth individuals.
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.
Pasadena
Pasadena
By appointment only
680 E Colorado Blvd. Office
#2076 Suite 180 & Second Floor
Pasadena, California 91101
Pasadena 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.
- Deep experience with: Aerospace, engineering, law, education, executive C-suite, small businesses, and retirees.
- 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 Pasadena community and specializes in areas relevant to local residents.
Helping clients navigate all the facets of their financial lives in the ever-changing world of personal finance is an exciting and fulfilling. I love watching my clients achieve their individual economic goals.
Helping to provide clients with confidence so they can focus on — and enjoy — what truly matters to them is the reason I love what I do. I’m passionate about working with people and being a trusted resource for all financial decisions.
Empowering clients to achieve their financial goals is my passion. Guiding them through their financial journeys is incredibly fulfilling.