Josiah Taylor

CFP®
Financial Planner

Every goal can become attainable when it’s broken into achievable steps and pursued with consistency.

Meet Josiah

Josiah is a Financial Planner based in Santa Barbara, California. He joined Mercer Advisors in 2021 and focuses on delivering comprehensive financial solutions for the clients he serves. Josiah is a CERTIFIED FINANCIAL PLANNER® professional and earned a B.S. degree in kinesiology from Westmont College.

His working style

Josiah is known for his analytical mindset and ability to translate complex financial concepts into clear, actionable guidance. He is dedicated to building long-term relationships with clients, taking the time to understand each person’s unique goals and circumstances. Josiah approaches every client relationship with patience, empathy, and a commitment to clear communication.

Josiah in real life

What keeps you busy outside of work?

I am passionate about health and fitness. I enjoy the continual journey of staying fit and strong, and I spend much of my free time participating in a variety of physical activities with my family and friends.

Favorite thing about where you live?

I enjoy everything Santa Barbara has to offer, from the restaurants and weather to the beaches and mountains.

Any words you try to live by?

“To give anything less than your best is to sacrifice the gift.” — Steve Prefontaine

Meet Josiah ’s Teammates

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

Eunice Kim

Sr. Financial Planner

What Josiah Says

Eunice is a thoughtful, compassionate, and grounded individual. Her patience and level-headed approach create a positive and supportive environment for others. She leads by example, inspiring those around her to maintain high standards and persevere through challenges with grace and determination.

Ready to learn more?

Mercer Advisors Team