Mercer Advisors is proud to help families in the Coachella Valley with all their wealth management needs. With a team of local CFA® and CFP® professionals, we provide tailored, personalized guidance to a wide range of families and businesses, including ultra high-net-worth clients.
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.
Indian Wells
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.
Indian Wells 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.
- Special services: Snowbirds and multi-state planning needs.
- Private market investment: Our institutional-grade investing provides access to otherwise hard-to-reach private investments, for those who qualify.
Financial Solutions We Offer in Indian Wells
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Indian Wells community and specializes in areas relevant to local residents.
In a world overflowing with financial information, we focus on what truly matters to you and your family. Together, we will simplify the path forward, transforming uncertainty into clear, confident steps toward a secure financial future.
Financial planning is one of the most important processes a family can go through. I love working closely with my clients helping to ensure that they accomplish everything that is important to them and to the generations to come.
In Our Community
From sharing our knowledge to volunteering to improve our neighborhoods, our local team loves to give back to the community.
San Diego Kids Classic
Mercer Advisors partners with the San Diego Center for Children to raise awareness and support for mental and behavioral health concerns.
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