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Financial Advisors in Hawaii

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.

808.871.1006

SPEAK WITH A HAWAII ADVISOR

About Us

Mercer Advisors has more than 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 Hawaii that best fits your needs. Our wealth advisors will take the time to fully understand your financial situation and goals 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 Hawaii 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 and non-profits
  • Donor advised funds & charitable trusts
  • Education / college planning
  • Cash flow / budget optimization

 

Meeting the Financial Needs of the Hawaii Community

Whether it’s socially responsible investing, the nuances of retirement, tax strategy or estate planning, our team focuses on what is important to our clients lives and the unique goals they want to achieve. Our lead advisor is female with extensive experience working with women in various life stages. If you have a family, are changing jobs, own a business, becoming or are a single parent, planning for or are in retirement, our advisors will ensure you are on track to achieve Economic FreedomTM.

The Hawaii team is committed to serving the community in which we live and work. Whether we are serving clients, or actively participating in local organizations through sponsorships, volunteering or as board members, we take pride in our connections to our community and its needs. We currently work with and support the following local organizations:

  • Rotary
  • Hospice Maui
  • Maui Academy of Performing Arts (MAPA)
  • Mana’o Radio
  • Maui Tomorrow
  • Maui Chamber Orchestra
  • 100 Women Who Care Maui
  • Women Helping Women
  • Maui Food Bank

Meet Your Hawaii Team

Matt Cook

Managing Director

Eric Zehnder

Regional Vice President

Susy Gibo

Senior Regional Sales Associate

Alice McDermott

Wealth Advisor

Draysen Wilson

Client Service Specialist

Talk to a Hawaii Financial Advisor