Mercer Advisors - Menlo Park

Closed
Call
Website

Photos

873 Santa Cruz Ave Ste 206
Menlo Park, CA 94025
+1 (650) 838-1030
https://www.merceradvisors.com

Mercer Advisors, based in Menlo Park, CA, is a premier wealth management firm that simplifies and amplifies financial lives for families. With a unified in-house team of over 360 advisors, including planners, investors, accountants, and estate specialists, they provide personalized financial planning, investment management, and estate solutions tailored to individual needs.

Recognized as the top Registered Investment Advisor firm by Barron's in 2024, Mercer Advisors combines the intimate service of a boutique fiduciary with the vast capabilities of a national firm. Their institutional-grade portfolios are managed by a dedicated team of 100 investment professionals, ensuring that clients receive best-in-class service and investment strategies that align with their financial goals.

Generated from the website

Also at this address

Own this business?
See a problem?

You might also like

Wellings & Co
Auditing services, Certified public accountant, Accounting services, except auditing

Wellings & Co

3
"Wellings & Co have done my taxes for 20 years. Their Tax Organizer helps me get my information and supporting paperwork together long in advance of filing date. They take it from there,..."
SD Mayer & Associates LLP
Accounting services, except auditing, Auditing services

SD Mayer & Associates LLP

With a focus on applying technology and a fresh way of thinking to each client engagement, SD Mayer is transforming the nature of client service in the accounting industry. For our business clients, we are your trusted advisor, providing actionable insights to solve today’s business issues and strategize for future growth. For our individual clients, we focus on helping you achieve financial security through estate planning, investment guidance, insurance and tax planning, and retirement planning. Whatever life stage you or your business are in, SD Mayer will have your back as your trusted advisor.
Brighton Jones

Brighton Jones

Brighton Jones, based in Palo Alto, CA, specializes in comprehensive wealth management, offering services such as tax advisory, retirement planning, and estate strategies. The firm's fiduciary approach ensures that the financial needs of individuals and families are prioritized, encompassing various aspects of wealth management from investments to philanthropy. With a strong community focus, Brighton Jones is committed to altruistic endeavors and leverages a team of experienced financial advisors and CPAs to create personalized financial plans. Their collaborative approach aims to support clients throughout their financial journeys, fostering lasting relationships grounded in trust and dedication to client interests. Generated from the website
United States›California›Menlo Park›Mercer Advisors - Menlo Park