Mercer Advisors - Portland - South

Equitable Advisors is a national wealth management firm, operating locally across the country. Our financial professionals understand that your path to fulfillment starts with us getting to know who you are, what matters to you, and how you've made decisions so far. Equitable Advisors, LLC (NY, NY), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), a broker/dealer // Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) GE-7417817.1(12/24)

For more than two decades and counting, Mercer Advisors has been proud to call the Pacific Northwest home.Deep experience with: Executive compensation, RSUs, stock options, deferred compensation, and concentrated stock positions.Specialized solutions include: Oregon and Washington estate tax strategies, multi-generational succession planning, philanthropy, services for endowments and foundations.

Ivey Jacobson & Company, LLC, can provide you with assistance in all your tax planning and preparation, record keeping and financial planning. We are conveniently located in Lake Oswego. Ken Ivey & Karen Jacobson both have over 20 years of accounting experience. We can prepare or supervise the preparation of your financial statements. We closely monitor the changes in the tax law that could affect you and will recommend tax saving strategies. We will prepare all your tax returns and serve as your advocate in all tax matters. We would love to discuss your financial and tax situation with you to determine how we can help. Give us a call today for a no-charge initial conference.