Mercer Advisors - Westlake Village

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.

For more than 50 years, our Encino office has partnered with accomplished professionals and ultra-high-net-worth families, providing comprehensive investment management, wealth planning, tax, and business management services designed to support the evolving needs of innovators, entrepreneurs, and executives across the entertainment and media field. Comprehensive family office model: Our team specializes in serving the multi-generational wealth management needs of ultra-high-net-worth entertainment and media professionals. Business Management: We elevate business management, delivering a suite of financial, administrative, and consulting services that free busy individuals — including ultra-high-net-worth clients — from the weight of day-to-day money matters, while safeguarding and strengthening their long-term financial well-being. Tax and Accounting: Through proactive income tax, tax consulting, accounting, and bookkeeping, we create strategies that align with your life and goals. By actively managing taxes year-round, we help you build, retain, and protect wealth — while providing the confidence that comes with knowing where you stand.

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.