Mercer Advisors

Welcome to Our Pasadena Office

Experienced Financial Advisors in Pasadena, CA

Pasadena Financial Planning

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.

David Askew
David Askew Signature
David Askew, CFP®, CDFA®, FBS®, AEP® Managing Partner
Pasadena
Matt Cook
Matt Cook Signature
Matt Cook, CFP®, AEP® Managing Partner
Pasadena
Ready to get in touch? My team and I are here to help.
Raul Palma
Raul Palma Regional Vice President
Pasadena
Let’s Talk

Pasadena

By appointment only

680 E Colorado Blvd. Office
#2076 Suite 180 & Second Floor
Pasadena, California 91101

Phone: 888.920.1320

See all Los Angeles locations

Pasadena Offices Fast Facts & Specialties

  • Multi-generational planning: Our team specializes in helping families manage and preserve their wealth, as well as navigate family dynamics and other complexities that may arise.
  • Deep experience with: Aerospace, engineering, law, education, executive C-suite, small businesses, and retirees.
  • 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 Pasadena

Mercer Advisors delivers comprehensive financial guidance designed to address the full complexity of your financial life. Our Pasadena 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 Pasadena 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 Pasadena residents manage tax exposure while aligning financial decisions with state and federal tax considerations.
Investment Management
Institutional-grade portfolio management tailored to Pasadena 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 Pasadena 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 Pasadena community and specializes in areas relevant to local residents.

Michael W. Johns

Helping clients navigate all the facets of their financial lives in the ever-changing world of personal finance is an exciting and fulfilling. I love watching my clients achieve their individual economic goals.

Carol Ann Casebolt

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.

Rich Davtyan

Empowering clients to achieve their financial goals is my passion. Guiding them through their financial journeys is incredibly fulfilling.

See the full team

Ready to learn more from the Pasadena team?

Let’s Talk

TRUST WE HAVE EARNED

#1 RIA Firm in 2025 Award - Barron's Top 100 RIAs Ranking

#1 RIA in 2025 Barron’s Top 100 RIAs Ranking

Read More

Mercer Advisors' 2026 Best Overall Financial Advisory Firm for High-Net-Worth Individuals Award issued by The Wall Street Journal Buy Side

Best Overall Financial Advisory Firm for High-Net-Worth Individuals 2026 by The Wall Street Journal Buy Side

Read More

Mercer Advisors 5 Star Ranking on Newsweek America's Top Financial Advisory Firms 2026

5 Star Ranking on Newsweek America’s Top Financial Advisory Firms 2026

Read More

Winner of 2025 Wealthies RIA Client Initiative for Advisor Matching Tool

Winner of 2025 Wealthies RIA Client Initiative for Advisor Matching Tool

Read More

See more awards

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

Raul Palma
Regional Vice President, Pasadena
Let’s Talk

Already a client?

Please reach out to your Advisory Team directly.