Mercer Advisors

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250 N Westlake Blvd Ste 250
Westlake Village, CA 91362
+1 (805) 495-8166
https://www.merceradvisors.com

Mercer Advisors, a leading registered investment advisory firm, specializes in providing comprehensive financial solutions tailored to families, combining financial planning, investment management, tax strategies, and estate planning. With a unified in-house team of over 350 professionals, the firm emphasizes personalized service and fiduciary responsibility, ensuring that clients' best interests are always prioritized.

For nearly 40 years, Mercer Advisors has been dedicated to simplifying and amplifying the financial lives of families, managing approximately $71 billion in client assets across 100 regional offices. Their approach includes a handpicked wealth advisor for each client and an institutional-grade portfolio managed by a team of 100 investment professionals, making sophisticated financial strategies accessible to a broader audience.

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United States›California›Westlake Village›Mercer Advisors