mercer advisors wealth management

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250 N Westlake Blvd
Thousand Oaks, CA 91362
+1 (805) 495-8166
https://www.merceradvisors.com

Mercer Advisors is a boutique fiduciary wealth management firm based in Thousand Oaks, CA, dedicated to simplifying and amplifying the financial lives of families. With a unified in-house team of over 350 advisors, including planners, investors, accountants, and estate specialists, they design and execute personalized financial plans tailored to each client's unique needs.

For nearly 40 years, Mercer Advisors has focused on providing institutional-grade portfolios managed by a team of 100 investment professionals, ensuring that clients receive intimate service combined with sophisticated capabilities. The firm prides itself on acting solely in the best interest of its clients, helping them navigate financial planning, investment management, tax preparation, estate planning, and more.

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