In the spirit of Thanksgiving and to give our dedicated employees additional time with family, our offices will be closed from Monday, Nov. 24, through Friday, Nov. 28. We will resume normal operations on Monday, Dec. 1. If you require urgent assistance Monday, Nov. 24, through Wednesday, Nov. 26, please contact our on-call Client Services Team at 888.565.1681. Please note that only essential staff will be available during this time to assist with urgent needs.

Or, if you would like to discuss becoming a client, please contact us here.

Mercer Advisors

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.

Let’s talk
Northeast
Select All Deselect All
Midwest
Select All Deselect All
Southeast
Select All Deselect All
Southwest
Select All Deselect All
West
Select All Deselect All
Tracy Jackson

Tracy O. Jackson, MS, CFP®

Sr. Wealth Advisor, Director

Newport Beach

Ben Stephenson

Regional Vice President

Newport Beach

Lisa Goodman

Regional Vice President

Newport Beach, San Diego

Load More

Ready to get started?

Let’s Talk

Explore More

A lady looking at her financials after following social media
Financial Planning

The Hidden Risks of Taking Financial Advice From Social Media

November 13, 2025

Retirement

Mixing Social Security and IRA Withdrawals for Tax Benefits

November 12, 2025

Market Commentary

Building a Fortress Balance Sheet: Insights From Our CIO

November 11, 2025

Continue Browsing