Mercer Advisors

Mercer Advisors

Why Mercer Advisors
We exist so that you don’t have to worry about money.
- A Family Office For Your Family
  to help amplify and simplify your financial life — and your family’s future.
  - A Unified In-House Team
    of planners, investors, accountants, and estate specialists that designs — and executes — your financial plan.
  - A Hand-Picked Wealth Advisor
    who is focused on serving you, not on finding new clients.
  - An Institutional-Grade Portfolio
    that is tailored specifically for you, and managed by a team of 100+ investment professionals (not just one advisor).
  - A Boutique Fiduciary with National Strength
    that combines intimate service and sophisticated capability, and only acts in your best interest.
Delivering Solutions
We connect the dots of your financial life by unifying financial planning, investment management, tax, estate, insurance, and more.
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Financial Planning

Tax Planning & Preparation

Investment Management

Estate Planning

Insurance Solutions

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Working Together
We believe in meeting you where you are.
Our Team

Our Advisory Team
More than 430+ advisors to choose from.

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White-glove service, tailored to your needs.
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Full-service wealth management where you are.

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Tax Planning

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Smart Savings for the Next Generation: Understanding 529 Plans and Trump Accounts

May 21, 2026

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5 Smart Tax Tips for Widows

May 21, 2026

Retirement

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2026 Tax Strategies with Roth Conversions

May 15, 2026

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Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Location: Menlo Park

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Jojo Cresci, CFP^®

Partner

Walnut Creek, Menlo Park, San Francisco

Bob Burlinson

Bob Burlinson

Sr. Director, Private Investments

Menlo Park, San Francisco

Jessica Chen - Wealth Advisor

Jessica Chen, CFA®

Wealth Advisor

Walnut Creek, Menlo Park, San Francisco

Leigh Shimamoto - Sr. Wealth Advisor

Leigh Shimamoto, JD, CFP®

Sr. Wealth Advisor

Matt-Krensky

Matt Krensky

Partner, Regis Group

Menlo Park, San Francisco

Peter Gifford

Partner, Sr. Wealth Advisor

Menlo Park, San Francisco

Stephen Donahue

Partner, Sr. Wealth Advisor

Menlo Park, San Francisco

Adrienne Anderson

Sr. Manager, Client Service – Regis

Sarah Biser

Relationship Associate

Jeff Blum

Regional Vice President

Walnut Creek, San Francisco, Menlo Park, Roseville, Reno, Mountain View – Silicon Valley

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“Mercer Advisors” is a brand name used by several affiliated legal entities owned by Mercer Advisors, Inc., including, Mercer Global Advisors, Inc., an SEC registered investment adviser providing investment advisory and family office services; Mercer Advisors Private Asset Management, Inc., an SEC registered investment adviser providing discretionary investment management services to affiliated private funds; Mercer Advisors Tax Services LLC, a tax services and accounting firm; Heim, Young and Associates, Inc., (MA Brokerage Solutions) a broker/dealer, member FINRA/SIPC; and Mercer Advisors Insurance Services LLC, (MAIS) an insurance agency. All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER® certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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