The Maui ohana of Mercer Advisors is proud to offer tailored, professional guidance to a wide range of families, businesses, and high-net-worth individuals throughout the Hawaiian Islands.
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.
Kahului
Kahului 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.
- High-impact decision making: Our comprehensive approach is especially effective when the stakes are high, at critical financial moments.
- 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 Kahului
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Kahului community and specializes in areas relevant to local residents.
I was raised on Oahu and have lived in the state for over 50 years. I am proud of my deep roots serving the Maui community since 1997.
Life is full of uncertainty, and I love helping clients gain confidence in the midst of the unknown. Through our financial planning process at Mercer Advisors, we help clients discover and accomplish what is most important to them.
In Our Community
From sharing our knowledge to volunteering to improve our neighborhoods, our local team loves to give back to the community.
Rotary Clubs of Wailuku & Kihei-Wailea
The Rotary Clubs of Wailuku and Kihei-Wailea are dedicated to solving issues and addressing community needs. We have supported their mission through board membership.
Keawala’i Congregational Church
Keawala’i Congregational Church is committed to providing resources to our diverse community and uplifting Hawaiian heritage. We support their mission through board membership.
Science of Investing and 2026 Economic Outlook
The Science of Investing and 2026 Economic Outlook event brought together Managing Partner Matt Cook and Sr. Wealth Advisor Alice McDermott for an engaging discussion on markets, interest rates, and inflation, offering timely insights for the year ahead. Our clients and guests enjoyed heavy pū-pūs and refreshing beverages while exploring strategies for diversification, return potential, and navigating economic trends.
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Ready to learn more from the Kahului team?
Let’s TalkTRUST WE HAVE EARNED
#1 RIA in 2025 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 2025 Wealthies RIA Client Initiative for Advisor Matching Tool