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.
Core Solutions

Financial Planning

Tax Planning & Preparation

Investment Management

Estate Planning

Insurance Solutions

Trustee Services
Specialty Solutions
Working Together
We believe in meeting you where you are.
Our Team

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

Engaging Us

Wealth Stages
White-glove service, tailored to your needs.
Our Locations

Full-service wealth management where you are.

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Browse insights and podcasts from our advisors and specialists.
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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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Greater Philadelphia
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Location: San Diego

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Chris Walters

Managing Partner, Market Leader

David Askew

David Askew, CFP®, CDFA®, FBS®, AEP®

Managing Partner

Indian Wells, LA-Century City, Newport Beach, San Diego, San Diego – Sorrento Valley, Woodland Hills, Thousand Oaks

Alan Davis

Wealth Advisor

Chris Kiesel, CFP®, ChFC®, CLU®

Wealth Advisor

Dionisio Meneses

Dionisio Meneses, Jr., CFP®

Wealth Advisor

Jonah Tinajero, CFP®

Wealth Advisor

Jonas Noack Image

Jonas Noack, CFA®, CFP®

Wealth Advisor

Indian Wells, San Diego, San Diego – Sorrento Valley

Micah Cummins, AMS®, CFP®

Sr. Wealth Advisor

Pat Wynne, CFP®

Wealth Advisor

Patrick Comer, CFP®

Sr. Wealth Advisor

Schane Goheen, CFP®, CLU®, MS AFP

Partner

Angelo Altoveros

Angelo Altoveros

Client Service Specialist

Ayman Azabo

Sr. Client Service Specialist

Connor Umbenhaur

Service Operations Associate

Evan Jewett, MSF

Client Service Specialist

Jacob Lynch

Wealth Strategist

Jared Greenberger, WMS™

Service Operations Associate

Jessica Villarin

Client Service Specialist

Jonathan Tull

Jonathan Tull

Client Service Specialist

Rubi Contreras Image

Rubi Contreras

Sr. Manager, Client Service

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888.920.1320

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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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