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 families, businesses, and high-net-worth individuals. Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, navigating family dynamics and providing clarity when complexity arises. High-impact decision making: Our comprehensive approach is especially effective when the stakes are high, at critical financial moments. Private and public market investment: Our institutional-grade investing provides access to all types of markets, for those who qualify.

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 wealth management: Our team specializes in helping families manage and preserve their wealth, navigating family dynamics and providing clarity when complexity arises. Deep experience with: Media, entertainment, law, education, executive C-suite, and small businesses. Private and public market investment: Our institutional-grade investing provides access to all types of markets, for those who qualify.

Here to help you plan for today and tomorrow. With so many options and complex information, making financial decisions isn’t easy. That’s why I’m here to help you understand what's right for you. Whether it's life insurance, retirement planning, long-term care, and my favorite. College Fund Planning. I've got you covered!