Mercer Advisors is proud to help families in Orange County with all their wealth management needs. With a team of local 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.
Newport Beach
Newport Beach
620 Newport Center Drive
Suite 1030
Newport Beach, California 92660
Phone: 800.394.3894
Newport Beach Offices Fast Facts & Specialties
- Special services: Divorce planning and consulting, concentrated stock positions, expertise in PIMCO and Broadcom employees, and medical field specialists.
- Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, navigating family dynamics and providing clarity when complexity arises.
- 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 Newport Beach
Deep Experience Working With…
Concentrated Stock
At Mercer Advisors, we help Newport Beach clients manage concentration with a financial plan that focuses on unlocking liquidity, reducing risk, and preserving long-term wealth.
Divorcing & Divorced
We provide Newport Beach 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 Newport Beach 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 Newport Beach 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 Newport Beach 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 Newport Beach.
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Newport Beach community and specializes in areas relevant to local residents.
As a SoCal native, it means a lot to be able to serve the community through my work. I enjoy helping local businesses and successful families build multi-generational wealth strategies to help them thrive and meet their financial goals.
Being a trusted advisor is about more than wealth planning. Sometimes it’s showing up at their art show or being a listening ear after major diagnoses. We become like family to our clients because we care about them as people, not just as a numbers.
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.
Bracken’s Kitchen
Bracken’s Kitchen is committed to providing nutritious meals to community members in need. Mercer Advisors supports their mission in Garden Grove through volunteering.
Village of Hope
Village of Hope provides transitional and emergency housing along with health and self-sufficiency support for our community. Our team volunteered with them in Tustin to prepare “help” packets.
Women in Wealth
Mercer Advisors partners with Empowered with Gina to support women entrepreneurs.
Boys and Girls Club
Mercer Advisors actively engages with the local Boys and Girls Clubs to assist in raising funds for local youth support.
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Ready to learn more from the Newport Beach 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