Mercer Advisors was founded in 1985, right here in Santa Barbara. Since then, we’ve specialized in helping business owners, executives, medical professionals, and retirees chart their course to Economic Freedom™.
We offer comprehensive wealth management through a family office structure, helping clients amplify and simplify their financial lives by bringing together financial planning, investment management, tax, estate, insurance, and more into one integrated offering. We look forward to connecting with you and your family.
Meet the Greater Santa Barbara Team
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Greater Santa Barbara Offices Fast Facts & Specialties
- 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.
Financial Solutions We Offer in Greater Santa Barbara
Deep Experience Working With…
Concentrated Stock
At Mercer Advisors, we help Greater Santa Barbara clients manage concentration with a financial plan that focuses on unlocking liquidity, reducing risk, and preserving long-term wealth.
Divorcing & Divorced
We provide Greater Santa Barbara residents with compassionate, personalized financial guidance throughout your divorce, empowering you to embrace the opportunities ahead. Learn more about how we can help.
Generational Wealth
Managing wealth across generations isn’t just about protecting assets—it’s about safeguarding your legacy. We collaborate with Greater Santa Barbara families like yours to craft tailored plans that help to ensure long-term financial continuity.
Inherited Wealth
Your inheritance marks a beginning and an end. Learn more about how we approach this delicate situation for Greater Santa Barbara residents and help ensure your new wealth is protected, optimized, and meets your long-term goals.
IPOs & Liquidity Events
Whether you’re holding RSUs, ISOs, NSOs, or ESPP shares, the decisions you make now may shape your financial future. Learn how we can help demystify the process for you and help avoid a hefty tax bill.
Retirement Planning
Retirement planning is a vital aspect of financial wellness that transcends age, income level, or career stage. See how we can help Greater Santa Barbara residents design retirement plans that help them achieve their financial goals.
Special Needs
Caring for a loved one with disabilities brings unique responsibilities, and planning ahead is one of the most important things you can do. We’ll help you prioritize what matters most, understand what can wait, and build a plan that gives you confidence.
Women & Wealth
We’re fiercely committed to amplifying women’s financial confidence. Learn how we’re leading the charge to create better financial outcomes for women in Greater Santa Barbara.
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Greater Santa Barbara community and specializes in areas relevant to local residents.
In my decade in wealth management, I have supported clients through extremely difficult transitions and unexpected life changes. Walking in partnership with my clients to help navigate these challenges and reach their goals is incredibly meaningful.
I used to be a firefighter, and I carry that team focused, problem-solving mindset into serving my clients today. I pride myself on making their lives easier and providing them and their families with confidence.
There is a reason why I have chosen to work at Mercer Advisors for over three decades. As a fiduciary to our clients, we always act in their best interest and make sure they are on the best path with a game plan for Economic Freedom™.
In Our Community
From sharing our knowledge to volunteering to improve our neighborhoods, our local team loves to give back to the community.
UCSB Women in Business – Finance Power Day
UCSB Women in Business hosted a Finance Power Day to learn from leading women in the finance industry. Stefani Kohler, CFP® Wealth Advisor at Mercer Advisors, served as a panelist to share her experience navigating early stages of her career and advice on how to be successful in the industry.
Page Youth Center
The Page Youth Center’s mission is building character through youth sports. Mercer Advisors is a proud annual gala sponsor, partner, volunteer and provider of endowment services.
Friends of The Goleta Library
The Friends of the Goleta Library is dedicated to helping the library pay for renovations, programs and other advancements for children and adults. Mercer Advisor’s Jonathan Mitchell is a top-level donor.
Mercer Advisors Annual Day of Giving
Each year, the Santa Barbara team spends an afternoon off site improving the condition of our local beaches by clearing litter.
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