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Last updated: 2 months ago
About Mercer Advisors - Pasadena
Mercer Advisors is proud to help families in Los Angeles with their comprehensive wealth management needs. With a local team of CFP® professionals, we provide tailored guidance to a wide range of fami 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 Los Angeles with their comprehensive wealth management needs. With a local team of CFP® professionals, we provide tailored guidance to a wide range of families, businesses, and high-net-worth individuals.
Multi-generational planning: Our team specializes in helping families manage and preserve their wealth, as well as navigate family dynamics and other complexities that may arise.
Deep experience with: Aerospace, engineering, law, education, executive C-suite, small businesses, and retirees.
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