Mercer Advisors is proud to help families in San Francisco with their comprehensive wealth management needs. We specialize in handling complex and often sophisticated financial situations for the city’s entrepreneurs, industry leaders, and families with multi-generational wealth.
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 Francisco Team
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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 Francisco Offices Fast Facts & Specialties
- C-suite executives and private company founders: Business leaders have a unique set of needs and challenges. Our team has deep experience addressing them.
- Private market investment: Our institutional-grade investing provides access to otherwise hard-to-reach private investments, for those who qualify.
- Multi-generational wealth management: Our team specializes in helping ultra high-net-worth families manage and preserve their wealth, as well as navigate family dynamics and other complexities that arise.
Financial Solutions We Offer in San Francisco
Deep Experience Working With…
Concentrated Stock
At Mercer Advisors, we help San Francisco clients manage concentration with a financial plan that focuses on unlocking liquidity, reducing risk, and preserving long-term wealth.
Divorcing & Divorced
We provide San Francisco 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 Francisco 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 Francisco 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 Francisco 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 Francisco.
Meet Our Talented Advisors
Our team is deeply embedded in the San Francisco community and specializes in areas relevant to local residents.
In Our Community
From sharing our knowledge to volunteering to improve our neighborhoods, our local team loves to give back to the community.
Flyte Racquet Club – Health and Wealth: An Evening with Mercer Advisors
What do estate planning and pickleball have in common? Strategy. Mercer Advisors recently partnered with Flyte Racquet Club for Health & Wealth, an evening that combined an estate planning presentation with a pickleball ladder challenge and social play. Guests gained practical insights on protecting their wealth and legacy before hitting the courts for friendly competition, networking, and community connection.
YWCA Inspire Luncheon
YWCA’s mission is to eliminate racism and empower women. Mercer Advisors sponsored a table at their annual luncheon, which has earned the reputation “the most powerful non-profit event in the Silicon Valley.”
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Ready to learn more from the San Francisco 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