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Last updated: 2 months ago
About Mercer Advisors - Newport Beach
Mercer Advisors is proud to help families in Orange County with all their wealth management needs. With a team of local CFP® professionals, we provide tailored, personalized guidance to a wide range o 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 Orange County with all their wealth management needs. With a team of local CFP® professionals, we provide tailored, personalized guidance to a wide range of families and businesses, including ultra high-net-worth clients.
Special services: Divorce planning and consulting, concentrated stock positions, expertise in PIMCO and Broadcom employees, and medical field specialists.
Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, navigating family dynamics and providing clarity when complexity arises.
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