Mercer Advisors - Menlo Park

Mercer Advisors is proud to help families living in Silicon Valley with their comprehensive wealth management needs. We have deep experience working with technology professionals, engineers, private company founders, and many others across a range sectors. Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others. Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions. We're proud that nearly half of our client-facing team firm-wide are women.

Mercer Advisors is proud to help families in San Francisco with their comprehensive wealth management needs. We specialize in handling complex and often sophisticated financial situations for the city's entrepreneurs, industry leaders, and families with multi-generational wealth. C-suite executives and private company founders: Business leaders have a unique set of needs and challenges. Our team has deep experience addressing them. Private market investment: Our institutional-grade investing provides access to otherwise hard-to-reach private investments, for those who qualify. Multi-generational wealth management: Our team specializes in helping ultra high-net-worth families manage and preserve their wealth, as well as navigate family dynamics and other complexities that arise.

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.