Financial Advisors in Hawaii

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:

 

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 Freedom^TM.

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: