Financial Advisors in Coeur d’Alene
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.
1250 Ironwood Drive
Suite 110
Coeur d'Alene, Idaho 83814
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About Us
Mercer Advisors has over 35 years of experience in financial planning and wealth management services, spanning capital investment management, retirement planning, estate planning, corporate trusts, tax planning and preparation, and more. We’ll match you with a wealth advisor in Coeur d’Alene 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 Coeur d’Alene 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
Meet Your Coeur d’Alene Team
Josh DeForest
Managing Director
Todd E. Hagen
Regional Vice President
Jim Czirr
Sr. Wealth Advisor, Director
Brian Norris
Wealth Advisor
Bradley Anderson
Associate Wealth Advisor
Alexa Willis
Sr. Financial Planner
Caylen Colby
Client Service Specialist
Madison Underwood
Client Service Specialist