Speak with a Coeur d’Alene Financial Advisor
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
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.
Our Coeur d’Alene financial advisors specialize in helping individuals, families, foundations, endowments, and businesses with comprehensive wealth management services including:
Josh DeForest
Managing Director
Todd E. Hagen
Regional Vice President
Jim Czirr
Wealth Advisor, Director
Brian Norris
Wealth Advisor
Bradley Anderson
Associate Wealth Advisor
Alexa Willis
Sr. Financial Planner
Jennifer Gray
Client Service Specialist
Caylen Colby
Client Service Specialist
Madison Underwood
Client Service Specialist