Financial Advisors in Beverly Hills

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:

 

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:

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