David D.
8/20/2014
This is not 5 Stars lightly given. I've been a Mercer client for close to 25 years, so I can speak with some authority. Every aspect of my life has been improved by my relationship, first with...
Mercer Advisors - Newport Beach
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620 Newport Center Dr Ste 1030
Newport Beach, CA 92660
Mercer Advisors, a leading Registered Investment Advisor firm, specializes in providing comprehensive wealth management services tailored to the unique needs of families. With a unified in-house team of planners, investors, accountants, and estate specialists, the firm aims to simplify and enhance clients' financial lives over its nearly 40-year history.
Offering a hand-picked wealth advisor for personalized service and an institutional-grade portfolio managed by a dedicated team of investment professionals, Mercer Advisors combines the intimacy of boutique service with the strength of a national fiduciary. The firm's focus on acting solely in the best interest of its clients reinforces its commitment to fostering long-lasting relationships and delivering exceptional financial solutions.
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Reviews
5.02 reviewsConnie M.
3/20/2025
My husband and I joined Mercer Advisors in 1989, our youngest child was five and he's 40 now! We joined Mercer when they had one office in Santa Barbara! Was honored to meet Rick Mercer on our...
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