Barron’s ranked us #1 Registered Investment Advisory firm in the country in 2024, recognizing our dedication to providing a “Family Office for every client” mentality. Our comprehensive and tailored services are the foundation upon which we build lasting relationships with those we serve in Central Oregon. We provide customized and professional guidance to a diverse clientele, including individuals, families, and businesses, ensuring their unique financial needs are met with precision and care.
We offer comprehensive wealth management through a family office-like structure, helping clients amplify and simplify their financial lives by bringing together financial planning, investment management, tax, estate, insurance, and more into one integrated offering. We look forward to connecting with you and your family.
Bend – Downtown
Bend – Downtown Offices Fast Facts & Specialties
- Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, as well as navigate family dynamics and other complexities that arise from it.
- Lifecycle financial planning: Our comprehensive approach is designed to help you enjoy the present-and the future.
- Specialized solutions for: retirement planning, business owners, concentrated stock options, divorce, and dependents with special needs
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Bend – Downtown community and specializes in areas relevant to local residents.
I believe that truly effective financial guidance begins with a deep understanding of what matters most to the clients I serve – their aspirations, their family, and what they value most. By taking the time to connect on a personal level, I gain valuable insights that enable me to provide a tailored experience. Every client I serve, regardless of the size of their accounts, benefits from the extensive family office experience of Mercer Advisors.
In Our Community
From sharing our knowledge to volunteering to improve our neighborhoods, our local team loves to give back to the community.
Bend Food Project
Mercer Advisors team members volunteered with the Bend Food Project, a local nonprofit that gathers food donations every other month for The Giving Plate food bank. Volunteers helped sort and weigh more than 50,000 pounds of food to support families in need across the Bend community!
Bethlehem Inn
I have served dinner at the Bethlehem Inn on a monthly basis for many years. Bethlehem Inn is a community-supported, high barrier emergency shelter that provides a warm, safe place to sleep, nourishing meals, and case management services for adults and children experiencing homelessness in Central Oregon.
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