Financial Advisors in Camarillo, California

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 wealth advisor in Camarillo that best fits your needs. Our financial advisors strive to understand your financial situation and guide you on the path to help grow your wealth, attain Economic Freedom™, and succeed in your life journey.

Financial Management to Help Maximize Wealth

Our Camarillo Financial advisors specialize in helping individuals, families, and businesses with comprehensive wealth management services including:

 

Meeting the Financial Needs of the Public Safety Community and Beyond

Our Ventura County office serves clients who live and work in California and across the country. The specialized needs of our client base means we have the experience to manage a wide range of client needs including tax planning, estate planning, asset management, inheritance, transition into retirement, offering comprehensive wealth management for public safety employees, and providing a variety of financial planning services including management of deferred compensation plans. We are active participants in the community where we live and work and are currently supporting the following local organizations and events: