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Last updated: 2 months ago
About Mercer Advisors - Santa Barbara
Mercer Advisors was founded in 1985, right here in Santa Barbara. Since then, we've specialized in helping business owners, executives, medical professionals, and retirees chart their course to Econom Go to full description...
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M-F 8am-5pm, Sa-Su Closed
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Mercer Advisors was founded in 1985, right here in Santa Barbara. Since then, we've specialized in helping business owners, executives, medical professionals, and retirees chart their course to Economic Freedom™.
Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, navigating family dynamics and providing clarity when complexity arises.
High-impact decision making: Our comprehensive approach is especially effective when the stakes are high, at critical financial moments.
Private and public market investment: Our institutional-grade investing provides access to all types of markets, 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