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Financial Advisors in Beverly Hills, California

Located in the Carthay Circle neighborhood adjacent to Beverly Hills, our office brings together CERTIFIED FINANCIAL PLANNER™ professionals, investment strategists, CPAs, and estate planning attorneys all under one roof to help you achieve your goals.

6310 South San Vicente Boulevard
Suite 404
Los Angeles, California 90048

424.212.4949

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About Us

Mercer Advisors has over 35 years of experience in financial planning and wealth management services, spanning investment management, retirement planning, estate planning, corporate trusts, tax planning and preparation, and more. We’ll match you with a financial advisor in Beverly Hills that best fits your needs. Our wealth advisors strive to understand your financial situation and guide you on the path to grow your wealth, attain Economic Freedom™, and succeed in your life journey.

 

Financial Management to Help Maximize Wealth

We specialize in helping individuals, families, and businesses with comprehensive wealth management services including:

  • Retirement planning
  • Trusts and estate planning
  • Tax planning and return filing
  • Insurance analysis
  • Long-term care/Medicare planning
  • Company retirement plans
  • Social security optimization
  • Tax-efficient investing
  • Socially responsible investments
  • Foundations & non-profits
  • Donor advised funds & charitable trusts
  • Education/college planning
  • Cash-flow/budget optimization

 

Meeting the Financial Needs of the Beverly Hills Community

Our family office serves clients who live and work in the greater Los Angeles area. The diverse nature of our client base means we have expertise to manage complex financial issues including executive compensation and equity plans, highly concentrated positions, asset inheritance, transitioning to retirement, tax planning strategies and socially responsible investing.  Our team focuses on what is important to our clients lives and the goals they want to achieve. With the many twists and turns our lives take, having families, changing jobs, becoming single, our advisors can ensure you are always on track to achieve Economic Freedom. We are active participants in the community where we live and work and are currently supporting the following local organizations and events:

  • UCLA
  • Beverly Hills High School
  • Beverly Hills Education Foundation
  • Special Olympics Southern California
  • Union Rescue Mission
  • Friends of Greystone

Our team is able to assist clients in multiple languages including Spanish, Mandarin and Armenian.

Meet Your Beverly Hills Team

Matt Cook

Managing Director

Jeff Katz

Regional Vice President

Robert Toomire

Regional Vice President

Eric Zehnder

Regional Vice President

Alex Kimura

Sr. Wealth Advisor, Director

Brittany Doyle

Client Service Manager

Christina Hung

Wealth Advisor

Rich Davtyan

Associate Wealth Advisor

Federico Avendano

Client Service Specialist

Jinky Knoob

Client Service Specialist

News

Mercer Advisors Acquires Argosy Wealth Management, Inc.

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