Whether working with tech entrepreneurs or the leaders who have built the region over generations, Mercer Advisors is proud to help families living in the San Francisco Bay Area with their comprehensive wealth management needs.
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 Bay Area
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 Bay Area Offices Fast Facts & Specialties
- Concentrated stock: We have deep expertise helping clients get the most out of their stock options and tech company compensation plans.
- 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.
- Foundations and endowments: We specialize in comprehensive financial services for charitable foundations and other organizations.
Meet Our Talented Advisors
Our team is deeply embedded in the San Francisco Bay Area 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.”
Contra Costa Food Bank
Mercer Advisors sponsored this important resource for fighting hunger in our local community.
White Pony Express
Mercer Advisors team members spent Saturday packing groceries for the community in need.
Clicking on the above link (if provided) will take you to a third-party site, not affiliated with Mercer Advisors.