Helping Creative Professionals for More Than 50 years

Experienced Financial Advisors in Encino, CA

Encino Financial Planning

For more than 50 years, our Encino office has partnered with accomplished professionals and ultra-high-net-worth families, providing comprehensive investment management, wealth planning, tax, and business management services designed to support the evolving needs of innovators, entrepreneurs, and executives across the entertainment and media field.

We offer comprehensive wealth management through a family office structure, helping clients amplify and simplify their financial lives by bringing together financial planninginvestment managementtaxestateinsurance, and more into one integrated offering. We look forward to connecting with you and your family.

Matthew Burke
Matthew Burke, CPA, CFP® Partner, Business Management
Encino
Richard Singer
Richard Singer, MBA Partner, Sr. Wealth Advisor
Encino
Ready to get in touch? My team and I are here to help.
Raul Palma
Raul Palma Regional Vice President
Encino

Encino

6345 Balboa Boulevard
Building 4; Suite 375
Encino, California 91316

Phone: 818.774.1000

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.

Encino Offices Fast Facts & Specialties

  • Comprehensive family office model: Our team specializes in serving the multi-generational wealth management needs of ultra-high-net-worth entertainment and media professionals.
  • Business Management: We elevate business management, delivering a suite of financial, administrative, and consulting services that free busy individuals — including ultra-high-net-worth clients — from the weight of day-to-day money matters, while safeguarding and strengthening their long-term financial well-being.
  • Tax and Accounting: Through proactive income tax, tax consulting, accounting, and bookkeeping, we create strategies that align with your life and goals. By actively managing taxes year-round, we help you build, retain, and protect wealth — while providing the confidence that comes with knowing where you stand.

Financial Solutions We Offer in Encino

Mercer Advisors delivers comprehensive financial guidance designed to address the full complexity of your financial life. Our Encino team brings together planning, investment management, tax strategy, estate planning, and trust services — working collaboratively to help individuals and families make confident, informed financial decisions.
Financial Planning
Personalized financial planning for Encino individual clients and families, integration cash flow, retirement goals, education planning, and long-term priorities into one cohesive strategy.
Tax Planning & Preparation
Proactive tax planning and preparation designed to help Encino residents manage tax exposure while aligning financial decisions with state and federal tax considerations.
Investment Management
Institutional-grade portfolio management tailored to Encino clients, focused on long-term objectives, risk management, and disciplined investment strategies.
Estate Planning
Thoughtful estate planning support for families, helping structure assets, beneficiaries, and legacy goals within state and federal estate frameworks.
Insurance Solutions
Risk management strategies that help Encino clients protect income, assets, and family needs through carefully evaluated insurance solutions.
Trustee Services
In-house fiduciary trust services designed to support complex estate plans, multigenerational wealth, and long-term stewardship under state regulations.

Meet a Few of Our Talented Advisors

Our team is deeply embedded in the Encino 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.

PanCAN Purple Stride - Pancreatic Cancer Action Network
Community Involvement

PanCAN Purple Stride – Pancreatic Cancer Action Network

We proudly supported Matthew Burke and his team in PanCAN PurpleStride Los Angeles, a national fundraising event that brings communities together to raise awareness and critical funding for pancreatic cancer research and patient support.

Learn more

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Ready to get in touch?
My team and I are here to help.

Regional Vice President, Encino