Mercer Advisors is proud to help families living in Silicon Valley with their comprehensive wealth management needs. We have deep experience working with technology professionals, engineers, private company founders, and many others across a range sectors.
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.
Menlo Park
Menlo Park Offices Fast Facts & Specialties
- Concentrated stock: We have deep expertise helping clients get the most out of their stock options and tech company compensation plans.
- Multi-generational wealth management: Our team specializes in helping ultra high-net-worth families manage and preserve their wealth, as well as navigate family dynamics and other complexities that arise.
- Foundations and endowments: We also specialize in comprehensive financial services for charitable foundations and other organizations.
Financial Solutions We Offer in Menlo Park
Meet Our Talented Advisors
Our team is deeply embedded in the Menlo Park community and specializes in areas relevant to local residents.
In Our Community
From sharing our knowledge to volunteering to improve our neighborhoods, our local team loves to give back to the community.
YWCA Inspire Luncheon
YWCA’s mission is to eliminate racism and empower women. Mercer Advisors sponsored a table at their annual luncheon, which has earned the reputation “the most powerful non-profit event in the Silicon Valley.”
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Ready to learn more from the Menlo Park team?
Let’s TalkTRUST WE HAVE EARNED
#1 RIA in 2025 Barron’s Top 100 RIAs Ranking
Best Overall Financial Advisory Firm for High-Net-Worth Individuals 2026 by The Wall Street Journal Buy Side
5 Star Ranking on Newsweek America’s Top Financial Advisory Firms 2026
Winner of 2025 Wealthies RIA Client Initiative for Advisor Matching Tool