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 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
Stronger Together
Mercer Advisors understands the importance of joining forces with impressive local advisory firms. Together, we can provide clients with a greater breadth and depth of services and value—and, most importantly, keep our promises to them.
We’ve worked hard to retain some of the best aspects of a local boutique firm: white-glove service that comes from an intimate understanding of our clients’ families, lifestyles, situations, and needs. We combine this with the type of resources, specialized personnel, and risk mitigation of a national firm.
Bend Offices Fast Facts & Specialties
- Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others.
- Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions.
- We’re proud that nearly half of our client-facing team firm-wide are women.
Meet Our Talented Advisors
Our team is deeply embedded in the Bend community and specializes in areas relevant to local residents.
In Our Community
From sharing our knowledge to volunteering to improve our neighborhoods, our local team loves to give back to the community.
Community Choice Awards Gala – Best of Bend
Mercer Advisors came in first place in two categories during Bend’s Community Choice Awards for Best Financial Planning Firm and Best Accounting Firm. Huge thanks to everyone for the incredible work you do every day. This recognition is a direct reflection of your dedication and impact!
Bend Food & Wine Festival
Served as the exclusive corporate sponsor for the inaugural Luscious Food + Wine Experience. Our logo was featured on the event’s website and digital tickets. At the event, we were able to showcase Mercer Advisors brochures and custom Mercer Advisors/Yeti cups.
Bend Bulletin: The Best of the Best of Bend 2025 Community Choice Awards: Nomination Period: April 16, 2025 – May 13, 2025. Community Voting Period: June 18, 2025 – July 14, 2025. Eagle Wealth Management and Eagle Wealth Accounting were acquired by Mercer Advisors on September 2, 2025, as such votes for Eagle Wealth Management and Eagle Wealth Accounting were bestowed to Mercer Advisors. Neither Mercer Advisors nor Eagle Wealth Management or Eagle Wealth Accounting paid a fee for inclusion in the rankings.
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Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. The award or ranking is based upon specific criteria and methodology. No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.