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.
Meet the Bend – Downtown Team
Bend – Downtown
Bend – Downtown
Bend – Downtown
Bend – Downtown
Bend – Downtown
Bend – Downtown
Bend – Downtown
Bend – Downtown
Bend – Downtown
Bend – Downtown
Bend – Downtown
Bend – Downtown
Bend – Downtown
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
Financial Solutions We Offer in Bend – Downtown
Deep Experience Working With…
Concentrated Stock
At Mercer Advisors, we help Bend – Downtown clients manage concentration with a financial plan that focuses on unlocking liquidity, reducing risk, and preserving long-term wealth.
Divorcing & Divorced
We provide Bend – Downtown residents with compassionate, personalized financial guidance throughout your divorce, empowering you to embrace the opportunities ahead. Learn more about how we can help.
Generational Wealth
Managing wealth across generations isn’t just about protecting assets—it’s about safeguarding your legacy. We collaborate with Bend – Downtown families like yours to craft tailored plans that help to ensure long-term financial continuity.
Inherited Wealth
Your inheritance marks a beginning and an end. Learn more about how we approach this delicate situation for Bend – Downtown residents and help ensure your new wealth is protected, optimized, and meets your long-term goals.
IPOs & Liquidity Events
Whether you’re holding RSUs, ISOs, NSOs, or ESPP shares, the decisions you make now may shape your financial future. Learn how we can help demystify the process for you and help avoid a hefty tax bill.
Retirement Planning
Retirement planning is a vital aspect of financial wellness that transcends age, income level, or career stage. See how we can help Bend – Downtown residents design retirement plans that help them achieve their financial goals.
Special Needs
Caring for a loved one with disabilities brings unique responsibilities, and planning ahead is one of the most important things you can do. We’ll help you prioritize what matters most, understand what can wait, and build a plan that gives you confidence.
Women & Wealth
We’re fiercely committed to amplifying women’s financial confidence. Learn how we’re leading the charge to create better financial outcomes for women in Bend – Downtown.
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Central Oregon 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.
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.
Clicking on the above link (if provided) will take you to a third-party site, not affiliated with Mercer Advisors.
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.
Ready to learn more from the Bend – Downtown team?
Let’s TalkTRUST WE HAVE EARNED
#1 RIA in 2026 Barron’s Top 100 RIAs Ranking
Best Overall Financial Advisory Firm for High-Net-Worth Individuals 2026 by The Wall Street Journal Buy Side
5 Star Ranking on Newsweek America’s Top Financial Advisory Firms 2026
Winner of 2026 Wealthies: M&A Leader and Rising Star of the Year