Troy Thompson

JD, CFP®
Sr. Wealth Advisor

Financial planning means striving to find the best ways to honor your most important commitments — to yourself, your family, and your community.

Meet Troy

Troy is a Sr. Wealth Advisor based in Portland, Oregon. He joined Mercer Advisors through the acquisition of Thompson Advisory Services, LLC, a firm he founded and managed since 2008. Prior, Troy worked as an attorney at Orrick, Herrington & Sutcliffe LLP for nine years. In 1997, he earned his J.D. degree from Harvard Law School after obtaining a B.A. degree in history from Cornell University. He is a CERTIFIED FINANCIAL PLANNER® professional.

Troy’s specialties

At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Troy has focused experience in these areas:

  • Planning for retirement, from high-earning years to long-term income strategies
  • Helping new families shift financial priorities while building a strong foundation for the future
  • For business owners, advice on selling your business to help maximize value — and plan what comes next
  • Advising tech professionals, including clients at Nvidia, Apple, Meta, Google, Tesla, and Amazon.
  • When joining a partnership, we help clients understand the financial implications and plan ahead

His working style

Troy is a natural teacher and collaborator, introducing a sense of calm and eliminating unnecessary noise. He simplifies complex concepts and strategies so that clients can make informed, confident decisions.

Troy in real life

What keeps you busy outside of work?

I spend most of my time with family. When I can find the time, I also enjoy fly fishing. I even tie my own flies.

Favorite thing about where you live?

Summers in the Pacific Northwest are glorious, but I am also surprisingly fond of the rain.

How do you give back?

I am a volunteer umpire for Little League Baseball and Softball. I am kind, but fair.

Meet Troy’s Teammates

At Mercer Advisors, we operate as a unified team. Get to know the teammates Troy counts on — and how they work together to support you.
Stephen Engle

Stephen Engle

Sr. Wealth Advisor

What Troy Says

Steve and I have been partners since 2020 and close friends since the nineties. He maintains exceptionally deep and personal relationships with clients, guiding them through their most difficult challenges.

Rob Horwitz

Rob Horwitz

Sr. Financial Planner

What Troy Says

Rob is an integral member of the team who brings skill, enthusiasm and empathy. Clients trust Rob because they know he understands their concerns and cares about the important details of their financial lives.

Ready to learn more?