Mercer Advisors is proud to help families in Los Angeles with their comprehensive wealth management needs. With a local team of CFP® professionals, we provide tailored guidance to a wide range of families, businesses, and high-net-worth individuals.
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.
LA-Century City
LA-Century City Offices Fast Facts & Specialties
- Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, navigating family dynamics and providing clarity when complexity arises.
- Deep experience with: Media, entertainment, law, education, executive C-suite, and small businesses.
- Private and public market investment: Our institutional-grade investing provides access to all types of markets, for those who qualify.
Financial Solutions We Offer in LA-Century City
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the LA-Century City community and specializes in areas relevant to local residents.
Empowering clients to achieve their financial goals is my passion. I find guiding them through their financial journeys incredibly fulfilling.
Helping to provide clients with confidence so they can focus on — and enjoy — what truly matters to them is the reason I love what I do. I’m passionate about working with people and being a trusted resource for all financial decisions.
I guide clients through all life stages, from starting careers to retirement planning. By offering tailored strategies for their evolving financial needs, I help them achieve their goals and build a secure future at every milestone.
In Our Community
From sharing our knowledge to volunteering to improve our neighborhoods, our local team loves to give back to the community.
Mercer Advisors Annual Day of Giving
Each year, our Los Angeles team gets together for an afternoon to clean up litter and make our beautiful beaches even better for all Angelenos to enjoy!
Nature Made Great Race
Mercer Advisors was proud to participate in the Nature Made Great Race, engaging with community members and celebrating the spirit of health and connection. Through our presence at the event, we had the opportunity to cheer on runners, connect with participants and spectators, and support a community tradition that brings people together in a positive and inspiring way.
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