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.
Woodland Hills
Woodland Hills
5550 Topanga Canyon Blvd
Suite 350
Woodland Hills, California 91367
Phone: 888.642.1000
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.
Woodland Hills 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 Woodland Hills community and specializes in areas relevant to local residents.
It is gratifying for me to help my clients and their families navigate all the facets of their financial lives in the ever-changing world of personal finance through personalized education and recommendations.
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.
The privilege of serving families in the city that raised me fulfills me both personally and professionally. My passion comes from partnering with clients of all ages and stages to help provide financial clarity and confidence.
In Our Community
From sharing our knowledge to volunteering to improve our neighborhoods, our local team loves to give back to the community.
Mercer Advisors Annual Day of Giving
Each year, our Los Angeles team gets together for an afternoon to clean up litter and make our beautiful beaches even better for all Angelenos to enjoy!
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