Business claimed
Last updated: 1 month ago
About Mercer Advisors - Indian Wells
Mercer Advisors is proud to help families in the Coachella Valley with all their wealth management needs. With a team of local CFA® and CFP® professionals, we provide tailored, personalized guidance t Go to full description...
Contact information
Phone numbers
Business hours
M-F 8am-5pm, Sa-Su Closed
Business website
Images and videos (1)
Additional business details
Mercer Advisors is proud to help families in the Coachella Valley with all their wealth management needs. With a team of local CFA® and CFP® professionals, we provide tailored, personalized guidance to a wide range of families and businesses, including ultra high-net-worth clients.
Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, navigating family dynamics and providing clarity when complexity arises.
Special services: Snowbirds and multi-state planning needs.
Private market investment: Our institutional-grade investing provides access to otherwise hard-to-reach private investments, for those who qualify.
Services:
Financial Planning, Tax Planning & Preparation, Investment Management, Estate Planning, Insurance Solutions, Trustee Services
Specialties:
Retirement Planning, Living in Retirement, Relocating in Retirement, Divorcing or Divorced, Chronic Health Conditions, Dependents with Special Needs, Dual Career Families, Inherited Wealth, Business Owners, Corporate Executives, Physicians, Dentists, Federal Employees, Women - Primary Breadwinners, Women - Business Owners, Women - Widows, Selling Your Business, Switching Careers, IPOs & Recapitalization, Concentrated Stock, Family Businesses, Pro Athletes, Professional Investors, Generational Wealth Stewards
Year Established: 1985