Mercer Advisors is proud to call the Hawaiian Islands home.
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.
Hawaii
Hawaii 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 Hawaii community and specializes in areas relevant to local residents.
I was raised on Oahu and have lived in the state for over 50 years. I am proud of my deep roots serving the Maui community since 1997.
Life is full of uncertainty, and I love helping clients gain confidence in the midst of the unknown. Through our financial planning process at Mercer Advisors, we help clients discover and accomplish what is most important to them.
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
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.
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.
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