Mercer Advisors - Santa Barbara

Closed
yelp logo

(5)

Call
Website

Photos

222 E Carrillo St Ste 400
Santa Barbara, CA 93101
+1 (877) 642-5224
https://www.merceradvisors.com

Mercer Advisors is a prominent wealth management firm that focuses on simplifying and enhancing the financial lives of families. With a unified in-house team of planners, investors, accountants, and estate specialists, they provide tailored financial solutions that encompass financial planning, investment management, tax strategies, and more.

Recognized as the #1 Registered Investment Advisor firm in the nation, Mercer Advisors combines personalized service with sophisticated capabilities to act solely in the best interest of their clients. With nearly 40 years of experience and over $77 billion in client assets, they aim to deliver a boutique fiduciary approach backed by national strength.

Generated from the website

Also at this address

Reviews

yelp logo
3.55 reviews
Photo of Peter R.
Peter R.
8/20/2014

great evidence based investing provides good service and discipline my personal advisor:Yvonne Wood has been a great help in achieving my goals thank you peter

Read more on Yelp
Photo of Sherry C.
Sherry C.
5/6/2025

I would not recommend this company today. long story short we have been with this company for over 25 yrs we would either have in person appointment or phone appointment this tax year 2025 we sent...

Read more on Yelp
Photo of Caryn S.
Caryn S.
12/26/2018

I'm very disappointed with Mercer's performance - Spent at least 6 hours going over my accounts, monthly cash requirements and end of year distributions. Everything we discussed was ignored and...

Read more on Yelp
Photo of Liam M.
Liam M.
9/15/2014

The Cook / Gustafson Team has been integral in shaping our family's plans for the future and in growing our assets. They provide terrific service and are well informed, trustworthy advisors. I...

Read more on Yelp
Harold Y.
8/22/2014

As a retired person who saved for a secure retirement, I highly recommend partnering with Mercer for estate planning and portfolio management. Their approach to investment, their methodology, is...

Read more on Yelp
Own this business?
See a problem?

You might also like

Monarch Wealth Strategies

Monarch Wealth Strategies

Monarch Wealth Strategies is a boutique wealth management firm based in Santa Barbara, California, dedicated to providing a collaborative financial planning experience for affluent families and individuals. With a team-focused approach and a commitment to personalized service, they strive to help clients achieve clarity, focus, and financial freedom throughout life's transitions. The firm prides itself on its core values of integrity, nimbleness, confidence, understanding, and teamwork, ensuring that clients receive objective advice tailored to their unique financial situations. By fostering long-term relationships and leveraging a diverse range of expertise, Monarch Wealth Strategies is equipped to support clients in optimizing their wealth and safeguarding their legacies. Generated from the website

Bains Financial

Bains Financial is a reputable financial services firm based in Ventura, CA, specializing in comprehensive wealth management and investment strategies for individuals and businesses. With a client-centered approach, Bains Financial offers personalized financial planning services to help clients achieve their long-term financial goals and secure their financial future. Generated from their business information
Searle Financial
Auditing services, Accounting services, except auditing

Searle Financial

Whether you need assistance managing your business finances or building a personal portfolio, Searle Financial is a comprehensive Camarillo, CA Accounting solution.
United States›California›Santa Barbara›Mercer Advisors - Santa Barbara