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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

509.444.7007

Speak with a Coeur d’Alene Advisor


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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

News

Mercer Advisors Acquires Hart Capital Management

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Speak with a Coeur d’Alene Financial Advisor