Mercer Advisors is proud to help families living in San Jose with their comprehensive wealth management needs. We have deep experience working with technology professionals, engineers, private company founders, and many others across a range sectors.
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.
San Jose
San Jose
By appointment only
2033 Gateway Place
5th floor, Office #526
San Jose, California 95110
Phone: 888.920.1320
San Jose Offices Fast Facts & Specialties
- Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others.
- Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions.
- We’re proud that nearly half of our client-facing team firm-wide are women.
Financial Solutions We Offer in San Jose
Meet Our Talented Advisors
Our team is deeply embedded in the San Jose 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.
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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