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Capital Management and Financial Services in Coeur d’Alene, Idaho

Located next to McEuen Park in downtown 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.

701 E Front Ave
Suite 101
Coeur d’Alene, Idaho 83814

208.714.0812

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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 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 Services to Help Maximize Wealth

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

  • Retirement planning
  • Trusts and estate planning
  • Capital Management
  • Long-term care/Medicare planning
  • Strategic charitable giving

 

Meeting the Financial Needs of the Coeur d’Alene Community

Our office serves clients who live and work in Coeur d’Alene and the surrounding areas. Whether you’re navigating the complexity of retirement and tax strategy, executive compensation and equity plans, or 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, like having families, changing jobs, or marital status change, our advisors can help you stay 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:

 

  • Kootenai Health Foundation
  • North Idaho Centennial Trail
  • EXCEL Foundation
  • CDA 2020
  • St. Vincent de Paul

Meet Your Coeur d’Alene Team

Jim Czirr

Wealth Advisor

Josh DeForest

Managing Director

Todd E. Hagen

Regional Vice President

Craig W. Hart

Senior Vice President Client Portfolio Manager

Melanie J. Keiser

Sr. Wealth Advisor

Kevin D. Lehinger

Sr. Wealth Advisor

Brian Norris

Wealth Advisor

Alexa Willis

Financial Planner

Bradley Anderson

Financial Planner

Erica J. Clark

Sr. Client Service Specialist

Jennifer Gray

Client Service Specialist

Madison Underwood

Client Service Specialist

News

Mercer Advisors Acquires Hart Capital Management

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Talk to Coeur d’Alene Financial Advisors