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Last updated: 15 days ago
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Financial Planning Consultants
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Investment Services Firms
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Tax Return Preparation Service providers
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Insurance Service providers
About Mercer Advisors - Walnut Creek
Mercer Advisors is proud to help families in the East Bay with their comprehensive wealth management needs via a distinct blend of personalized, local expertise. With a team of local CFP® professional Go to full description...
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M-F 8am-5pm, Sa-Su Closed
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Mercer Advisors is proud to help families in the East Bay with their comprehensive wealth management needs via a distinct blend of personalized, local expertise. With a team of local CFP® professionals, we provide tailored guidance to a wide range of families and businesses, including ultra high-net-worth individuals.
Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, as well as navigate family dynamics and other complexities that arise from it.
Lifecycle financial planning: Our comprehensive approach is designed to help you enjoy the present — and the future.
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