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Last updated: 23 days ago
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About Mercer Advisors - Bellevue
For more than two decades and counting, Mercer Advisors has been proud to call Seattle's East Side home. Deep experience with: Executive compensation, RSUs, stock options, deferred compensation, and c Go to full description...
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M-F 8am-5pm, Sa-Su Closed
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For more than two decades and counting, Mercer Advisors has been proud to call Seattle's East Side home.
Deep experience with: Executive compensation, RSUs, stock options, deferred compensation, and concentrated stock positions.
Specialized solutions include: Washington estate tax strategies, multi-generational succession planning, philanthropy, services for endowments and foundations.
Local Chartered SRI Counselor: Advisor knowledgeable in sustainable, responsible, and impact (SRI) investments, alongside environmental, social, and governance (ESG) factors, to support clients with value-based investing.
Local Certified Divorce Financial Advisor (CDFA): Financial professional specializing in divorce-related financial planning.
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