For over 20 years, our team of San Diego-based CFA® and CFP® professionals has proudly offered tailored guidance to a wide range of families and businesses with complex financial situations.
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.
Meet the San Diego – Sorrento Valley Team
San Diego – Sorrento Valley
San Diego – Sorrento Valley
San Diego – Sorrento Valley
San Diego – Sorrento Valley
San Diego – Sorrento Valley
San Diego – Sorrento Valley
San Diego – Sorrento Valley
San Diego – Sorrento Valley
San Diego – Sorrento Valley
San Diego – Sorrento Valley
San Diego – Sorrento Valley
San Diego – Sorrento Valley
San Diego – Sorrento Valley
San Diego – Sorrento Valley
San Diego – Sorrento Valley
5348 Carroll Canyon Rd.
Suite 200
San Diego, California 92121
Phone: 858.750.4209
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.
San Diego – Sorrento Valley 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.
- Strong local presence: San Diego is home to many Mercer Advisors advanced planning specialists including investments, trust services, and tax.
- 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 San Diego – Sorrento Valley
Deep Experience Working With…
Concentrated Stock
At Mercer Advisors, we help San Diego – Sorrento Valley clients manage concentration with a financial plan that focuses on unlocking liquidity, reducing risk, and preserving long-term wealth.
Divorcing & Divorced
We provide San Diego – Sorrento Valley 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 San Diego – Sorrento Valley 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 San Diego – Sorrento Valley 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 San Diego – Sorrento Valley 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 San Diego – Sorrento Valley.
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the San Diego – Sorrento Valley community and specializes in areas relevant to local residents.
As a San Diego native, I cherish the opportunity to guide members of my community through every step of their financial journey.
More than the dollars, our financial resources represent how we spend our time and lifestyle. Our advisor-driven planning around taxes, investments, and cashflow can help maximize your lifestyle, so you spend time doing more, and worry about money less.
Guiding clients through each stage of their financial journey and helping them make informed decisions is incredibly rewarding. I’m fortunate to be part of Mercer Advisors, where delivering this level of dedication and support is our top priority.
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 Humane Society Walk for Animals
Mercer Advisors partners with the local humane society to help animals in need.
San Diego Food Bank
The San Diego Food Bank supports over 400,000 people each month. Every year, we support their mission with a food drive to help our local community.
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Ready to learn more from the San Diego – Sorrento Valley 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