Financial Advisors in Beverly Hills
Located in the Carthay Circle neighborhood adjacent to Beverly Hills, our office together with the entire Mercer Advisors team bring 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
Visit Us
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
Our Beverly Hills financial advisors specialize in helping individuals, families, foundations, endowments, 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
Doug Fabian
Senior Vice President
Jeff Katz
Regional Vice President
Chris Jameson
Regional Vice President
Eric Zehnder
Regional Vice President
Nicholas Ladaga
Regional Sales Associate
Alex Kimura
Sr. Wealth Advisor, Director
Christina Hung
Wealth Advisor
Rich Davtyan
Wealth Advisor
Michael W. Johns
Wealth Advisor
Lorenzo Riley
Wealth Advisor
Danny Polyakov
Associate Financial Planner
John Voralik
Associate Financial Planner
Brittany Doyle
Regional Service Manager
Emelyne Seh
Sr. Client Service Specialist
Jinky Knoob
Client Service Specialist
Jesus Romero Enciso
Client Service Specialist