Financial Advisors in Costa Mesa
Located in the heart of Orange County, near the John Wayne Airport, our Costa Mesa office brings together CERTIFIED FINANCIAL PLANNER™ professionals, investment strategists, CPAs, and estate planning attorneys all under one roof to help you achieve your goals.
Hours: 8AM – 5PM, Monday – Friday
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 financial advisor in Costa Mesa that best fits your needs. Our wealth advisors strive to understand your financial situation and guide you on the path to grow your wealth, attain Economic Freedom™, and succeed in your life journey.
Financial Management to Help Maximize Wealth
Our Costa Mesa financial advisors specialize in helping individuals, families, 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
Meeting the Financial Needs of the Costa Mesa Community and Beyond
Our Costa Mesa office serves clients who live and work in Orange County and across the country. The diverse nature of our client base means we have the expertise to manage a wide range of client needs including business succession planning for closely held businesses, legacy planning including philanthropic planning, tax planning including income and estate tax planning, concentrated stock positions, equity compensation for executives, asset inheritance, transition into retirement. We also help structure qualified and non-qualified retirement plans including plans for legal and medical practice owners.
- Owners of Closely-Held Businesses
- Medical Professionals
- Professionals including Attorneys & Engineers
- Corporate Executives
- Health Care Industry Executives
- Widows & Heirs
Whether we are serving clients, or engaging with our families in the community, we are committed to serving our clients with excellence. We currently volunteer and support the following organizations:
- Certified Financial Planner Board of Standards, Inc. – Practice Analysis Task Force
- Premiere Christian Education Group
- Oakridge Private School
- Orange Lutheran High School
Meet Your Costa Mesa Team
Tracy O. Jackson,
Client Advisor and Branch Manager
Christopher J. Rogers
Investment Analyst and Portfolio Manager
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Investor.com – The 94 financial advisory firms listed were selected using a rigorous Trust algorithm, which sorts through 23 million data points from the SEC, FINRA and manual compilations regularly. The qualifiers for the 2020 Firms to Watch are firms that hold fiduciary status, have a secure website, have a fee-only model, do not have common conflicts of interest, do not have a 12b1 conflict and wrapped up 2019 with clean disciplinary records. It is important to note that the list is not based on how many years these advisory firms have been registered or their total assets under management (AUM).
2020 Private Asset Management (PAM) – Mercer Advisors was awarded the Best Private Wealth Manager for firms with over $5 billion dollars in assets under management. Mercer Advisors was selected as the winner from among eight shortlisted entrants. The PAM Awards, organized by Private Asset Management magazine, are designed for investment professionals and wealth advisors, operating within the private asset management industry and are held annually. Candidates are invited to submit responses in several categories to demonstrate developments to their business model, financial progress in business performance and service offerings. Selection is determined by growth in clients and employees, client satisfaction, and product Innovation over the course of the previous year. Winners are determined by an independent panel of industry experts and the PAM editorial team. For more information on Private Asset Management (PAM), visit fundintelligence.global.
2020 Barrons – Advisors who wish to be ranked fill out a 107-question survey about their practice. We verify that data with the advisors firms and with regulatory databases and then we apply our rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice.
Five Star Professional – For more information on the Five Star award and the research/selection methodology http://fivestarprofessional.com/ref/research/WM_ResearchMethodology.pdf, go to fivestarprofessional.com. 2,320 Orange County area wealth managers were considered for the award; 152 (7 percent of candidates) were named 2020 Five Star Wealth Managers.